Kotak Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹9023 Cr | ₹1732 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 17 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 492.24% | 620% |
| Expense Ratio | 1.76 | 1.32 |
| Manager | Abhishek Bisen | Mahendra Kumar Jajoo |
| ISIN Code | INF174K01C78 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.27% | 0.15% |
| 6 Month | 5.01% | 3.6% |
| 1 Year | 6.1% | 6.87% |
| 3 Year | 11.41% | 10.89% |
| 5 Year | 10.74% | 10.82% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.36% | 1.85% |
| 1 Year | 11.58% | 10.55% |
| 3 Year | 10.6% | 10.63% |
| 5 Year | 10.74% | 10.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.31% | 10.5% |
| 3 Year | 9.08% | 11.12% |
| 5 Year | 8.86% | 12.01% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 5.00% | 5.43% |
| Sharp | 0.91% | 0.74% |
| Beta | 1.04% | - |
| Alpha | 1.55% | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Abhishek Bisen | Mahendra Kumar Jajoo |
| Total AUM | ₹0 Cr | ₹8876 Cr |
| Funds Managed | 33 | 4 |
| Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 35 | 36.73 |
| Large Cap | 49.63 | 49.77 |
| Mid Cap | 7.79 | 7.2 |
| Small Cap | 7.58 | 6.3 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 33.38 | 34.03 |
| Communication Services | 10.2 | 1.99 |
| Energy | 3.19 | 3.26 |
| Technology | 3.09 | 4.83 |
| Consumer Cyclical | 11.26 | 8.05 |
| Healthcare | 0.87 | 5.56 |
| Consumer Defensive | 4.95 | 3.13 |
| Industrials | 4.26 | 5.71 |
| Basic Materials | 5.2 | 6.96 |
| Financial Services | 19.4 | 21.81 |
| Utilities | 3.85 | 3.49 |
| Real Estate | 0.34 | 1.18 |
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