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) | ₹8452 Cr | ₹5674 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 | 0.33% | -0.19% |
6 Month | 8.11% | 6.37% |
1 Year | 2.83% | 2.69% |
3 Year | 11.39% | 10.1% |
5 Year | 11.18% | 11.69% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | 1.86% | 0.96% |
1 Year | 6.41% | 4.87% |
3 Year | 10.16% | 9.02% |
5 Year | 10.47% | 9.76% |
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 | 34.8 | 35.21 |
Large Cap | 49.34 | 57.73 |
Mid Cap | 9.46 | 2.75 |
Small Cap | 6.41 | 4.32 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 34.03 | 31.33 |
Communication Services | 10.45 | 2.05 |
Energy | 3.83 | 7.35 |
Technology | 3.02 | 5 |
Consumer Cyclical | 10.86 | 8.47 |
Healthcare | 0.8 | 5.7 |
Consumer Defensive | 3.57 | 2.96 |
Industrials | 4.93 | 6.12 |
Basic Materials | 5.58 | 3.31 |
Financial Services | 18.82 | 23.76 |
Utilities | 3.72 | 2.32 |
Real Estate | 0.38 | 1.61 |
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