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 | -0.92% | -0.09% |
| 6 Month | 4.39% | 3.33% |
| 1 Year | 5.78% | 7.08% |
| 3 Year | 11.28% | 10.91% |
| 5 Year | 10.5% | 10.62% |
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 | 8.3% | 10.44% |
| 3 Year | 9.11% | 11.11% |
| 5 Year | 8.87% | 11.99% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 3.82% | 5.43% |
| Sharp | 1.09% | 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 | 31.48 | 37.67 |
| Large Cap | 48.5 | 49.14 |
| Mid Cap | 12.43 | 7.06 |
| Small Cap | 7.6 | 6.13 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 28.2 | 35 |
| Communication Services | 12.44 | 1.98 |
| Energy | 2.96 | 3.52 |
| Technology | 8.3 | 4.93 |
| Consumer Cyclical | 10.66 | 8 |
| Healthcare | 0.86 | 5.51 |
| Industrials | 4.39 | 5.64 |
| Basic Materials | 4.76 | 6.56 |
| Financial Services | 19.09 | 21.69 |
| Consumer Defensive | 4.55 | 2.95 |
| Utilities | 3.49 | 3.18 |
| Real Estate | 0.31 | 1.04 |
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