Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Savings Fund vs Edelweiss Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Savings Fund - Regular - Growth

Invest Now

tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹8444 Cr ₹670 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Oct 2014 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 87%
Expense Ratio 1.76 1.6
Manager Abhishek Bisen Dhawal Dalal
ISIN Code INF174K01C78 INF843K01KG9
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month -0.48% 0.55%
6 Month 4.75% 5.59%
1 Year 3.74% 7.69%
3 Year 11.61% 11.38%
5 Year 11.49% 10.85%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 3.08% 3.21%
1 Year 6.43% 9.21%
3 Year 10.78% 11.56%
5 Year 10.82% 10.53%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 8.61% 8.74%
3 Year 8.88% 8.85%
5 Year 8.73% 8.96%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 5.05% 3.88%
Sharp 1.09% 1.31%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Abhishek Bisen Dhawal Dalal
Total AUM ₹0 Cr ₹25974 Cr
Funds Managed 33 12
Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 33.59 37.49
Large Cap 49.93 45.42
Mid Cap 10.46 11.03
Small Cap 6.01 6.07

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.77 33.13
Communication Services 12.54 5.74
Energy 4.12 8.83
Technology 3.65 4
Consumer Cyclical 10.82 6.25
Healthcare 0.78 3.89
Consumer Defensive 3.49 2.11
Industrials 5.61 6.03
Basic Materials 6.18 9.52
Financial Services 15.6 18.41
Real Estate 0.41 0.4
Utilities 4.03 1.7

Top Comparisons

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns17.66%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns10.21%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns10.21%

Compare Now

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.19%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.61%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns7.37%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns7%

Compare Now
Add to Cart Successfully