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Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
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) | ₹8444 Cr | ₹5663 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹300 |
| 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 | -0.85% | -1.17% |
| 6 Month | 3.57% | 3.34% |
| 1 Year | 4.19% | 3.58% |
| 3 Year | 11.16% | 10.17% |
| 5 Year | 11.27% | 12.36% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 2.53% | 1.96% |
| 1 Year | 5.12% | 4.61% |
| 3 Year | 9.98% | 9.04% |
| 5 Year | 10.32% | 9.72% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 8.48% | 8.44% |
| 3 Year | 8.95% | 9.91% |
| 5 Year | 8.78% | 9.47% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 5.10% | 4.61% |
| Sharp | 0.90% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
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 | 33.59 | 34.24 |
| Large Cap | 49.93 | 58.36 |
| Mid Cap | 10.46 | 3.21 |
| Small Cap | 6.01 | 4.19 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.77 | 30.27 |
| Communication Services | 12.54 | 2.15 |
| Energy | 4.12 | 7.86 |
| Technology | 3.65 | 5.66 |
| Consumer Cyclical | 10.82 | 8.91 |
| Healthcare | 0.78 | 4.53 |
| Consumer Defensive | 3.49 | 3.44 |
| Industrials | 5.61 | 6.41 |
| Basic Materials | 6.18 | 4.27 |
| Financial Services | 15.6 | 22.52 |
| Real Estate | 0.41 | 1.6 |
| Utilities | 4.03 | 2.36 |
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