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Kotak Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8487 Cr | ₹750 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 | 1.64% | 1.36% |
| 6 Month | 8.62% | 7.85% |
| 1 Year | 3.62% | 6.73% |
| 3 Year | 11.39% | 10.87% |
| 5 Year | 11.52% | 10.86% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.01% | 3.05% |
| 1 Year | 9.56% | 10.71% |
| 3 Year | 10.88% | 11.54% |
| 5 Year | 10.83% | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.48% | 8.7% |
| 3 Year | 8.95% | 8.9% |
| 5 Year | 8.78% | 9.05% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.08% | 3.74% |
| Sharp | 0.83% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.8 | 42.26 |
| Large Cap | 49.34 | 40.35 |
| Mid Cap | 9.46 | 11.8 |
| Small Cap | 6.41 | 5.59 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.03 | 37.57 |
| Communication Services | 10.45 | 5.73 |
| Energy | 3.83 | 7.34 |
| Technology | 3.02 | 2.88 |
| Consumer Cyclical | 10.86 | 6.32 |
| Healthcare | 0.8 | 4.36 |
| Consumer Defensive | 3.57 | 1.95 |
| Industrials | 4.93 | 4.85 |
| Basic Materials | 5.58 | 7.08 |
| Financial Services | 18.82 | 18.61 |
| Utilities | 3.72 | 1.78 |
| Real Estate | 0.38 | 1.53 |
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