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Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon 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) ₹8177 Cr ₹5584 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 2.04% 1.78%
6 Month 1.45% 1.19%
1 Year 6.69% 6.53%
3 Year 10.89% 10.12%
5 Year 12.14% 13.17%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
6 Month 1.8% 1.88%
1 Year 3.33% 3.54%
3 Year 10.87% 10.13%
5 Year 10.91% 10.68%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Year 8.74% 8.6%
3 Year 8.81% 9.9%
5 Year 8.68% 9.44%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation 5.035% 4.946%
Sharp 0.584% 0.518%
Beta - -
Alpha - -

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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 33.25 33.86
Large Cap 49.67 58.5
Small Cap 7.96 4.14
Mid Cap 9.11 3.5

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HDFC Equity Savings Fund - GROWTH PLAN

Others 32.97 33.83
Communication Services 9.32 1.81
Energy 4.49 6.35
Technology 3.54 5.68
Consumer Cyclical 11.11 11.74
Healthcare 1.04 4.94
Consumer Defensive 5.04 4.67
Industrials 5.06 5.1
Financial Services 14.57 19.87
Basic Materials 6.18 3.37
Utilities 6.36 2.63
Real Estate 0.31 -

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