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) | ₹8487 Cr | ₹1574 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 1.63% | 1% |
6 Month | 8.97% | 9.03% |
1 Year | 3.85% | 4.99% |
3 Year | 11.37% | 10.63% |
5 Year | 11.49% | 12% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 3.01% | 2.35% |
1 Year | 9.56% | 9.8% |
3 Year | 10.88% | 11.07% |
5 Year | 10.83% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.48% | 10.94% |
3 Year | 8.95% | 11.12% |
5 Year | 8.78% | 12.01% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 5.08% | 5.53% |
Sharp | 0.83% | 0.65% |
Beta | - | - |
Alpha | - | - |
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 | 34.8 | 35.48 |
Large Cap | 49.34 | 50.69 |
Mid Cap | 9.46 | 6.61 |
Small Cap | 6.41 | 7.22 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.03 | 33.46 |
Communication Services | 10.45 | 1.99 |
Energy | 3.83 | 4 |
Technology | 3.02 | 4.62 |
Consumer Cyclical | 10.86 | 7.89 |
Healthcare | 0.8 | 5.1 |
Consumer Defensive | 3.57 | 2.73 |
Industrials | 4.93 | 6.44 |
Basic Materials | 5.58 | 6.51 |
Financial Services | 18.82 | 21.98 |
Utilities | 3.72 | 4.03 |
Real Estate | 0.38 | 1.25 |
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