Kotak Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹8444 Cr | ₹263 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 486% |
Expense Ratio | 1.76 | 2.48 |
Manager | Abhishek Bisen | Miten Vora |
ISIN Code | INF174K01C78 | INF955L01II9 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.04% | -0.47% |
6 Month | 6.46% | 6.3% |
1 Year | 4.64% | 5.81% |
3 Year | 11.28% | 9.54% |
5 Year | 11.41% | 8.46% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.53% | 2.57% |
1 Year | 5.12% | 5.78% |
3 Year | 9.98% | 9.39% |
5 Year | 10.32% | 8.76% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.48% | 9.21% |
3 Year | 8.95% | 8.13% |
5 Year | 8.78% | 9.28% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.10% | 4.95% |
Sharp | 0.90% | 0.67% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 33 | 6 |
Kotak Equity Savings Fund - Regular - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.8 | 35.85 |
Large Cap | 49.34 | 49.22 |
Mid Cap | 9.46 | 9.78 |
Small Cap | 6.41 | 5.15 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.03 | 29.05 |
Communication Services | 10.45 | 3.9 |
Energy | 3.83 | 5.06 |
Technology | 3.02 | 3.27 |
Consumer Cyclical | 10.86 | 5.46 |
Healthcare | 0.8 | 3.88 |
Consumer Defensive | 3.57 | 2.68 |
Industrials | 4.93 | 8.3 |
Basic Materials | 5.58 | 7.32 |
Financial Services | 18.82 | 19.28 |
Utilities | 3.72 | 5.85 |
Real Estate | 0.38 | 5.96 |
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