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) | ₹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 | - | - |
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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 |
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