Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare

Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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HDFC Equity Savings Fund - GROWTH PLAN

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Chart Comparison

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

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Fund	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹9023 Cr	₹5823 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	13 Oct 2014	17 Sep 2004
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	492.24%	27.79%
Expense Ratio	1.76	1.89
Manager	Abhishek Bisen	Anil Bamboli
ISIN Code	INF174K01C78	INF179K01AM7
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	HDFC Equity Savings Fund - 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	HDFC Equity Savings Fund - GROWTH PLAN
1 Month	0.95%	0.97%
6 Month	5.47%	3.55%
1 Year	5.76%	5.44%
3 Year	11.53%	9.87%
5 Year	10.93%	11.22%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	2.95%	2.35%
1 Year	12.03%	9.49%
3 Year	10.83%	9.37%
5 Year	10.89%	9.64%

Rolling Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	8.31%	8.37%
3 Year	9.08%	9.94%
5 Year	8.86%	9.49%

Risk Management

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation	3.82%	4.39%
Sharp	1.09%	0.70%
Beta	1.04%	-
Alpha	1.55%	-

Fund Managers

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Name	Abhishek Bisen	Anil Bamboli
Total AUM	₹0 Cr	₹135442 Cr
Funds Managed	33	12
	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN

Market Cap

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	35	33.88
Large Cap	49.63	59.7
Mid Cap	7.79	2.66
Small Cap	7.58	3.77

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	33.38	29.68
Communication Services	10.2	2.42
Energy	3.19	8.06
Technology	3.09	3.88
Consumer Cyclical	11.26	9.25
Healthcare	0.87	5.57
Consumer Defensive	4.95	2.11
Industrials	4.26	7.06
Basic Materials	5.2	4.18
Financial Services	19.4	23.7
Utilities	3.85	2.39
Real Estate	0.34	1.71

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