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

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)	₹6052 Cr	₹1123 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	15 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	1.81	1.31
Manager	Abhishek Bisen	Mahendra Kumar Jajoo
ISIN Code	INF174K01C78	INF769K01EI5
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365	I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month	1.43%	1.2%
6 Month	9.71%	9.4%
1 Year	21.04%	18.25%
3 Year	13%	10.65%
5 Year	12.28%	13.08%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	-	-
1 Year	9.08%	7.44%
3 Year	22.75%	18.84%
5 Year	37.57%	35.63%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	11.35%	12.31%
3 Year	28.85%	28.63%
5 Year	38.62%	38.07%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	3.82%	5.04%
Sharp	1.46%	0.76%
Beta	0.7%	1%
Alpha	3.58%	0.74%

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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
Fund Manage	33	4
	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	32.25	32.2
Large Cap	26.45	50.28
Mid Cap	3.01	9.39
Small Cap	6.32	4.06

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	30.39	42.01
Telecom - Services	0.92	-
Petroleum Products	1.48	-
IT - Software	1.69	-
Pharmaceuticals & Biotechnology	0.53	-
Cement & Cement Products	-0.01	-
Personal Products	0.79	-
Construction	1.13	1.69
Ferrous Metals	0.44	-
Finance	1.79	-
Banks	9.25	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	-0.01	-
Leisure Services	0.7	-
Aerospace & Defense	0	-
Realty	0	-
Insurance	1.68	0.24
Automobiles	4.32	-
Gas	1.05	-
Consumer Durables	1.43	-
Diversified Metals	-0.01	-
Oil	-0.01	-
Power	2.1	-
Entertainment	0.57	-
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.24	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0	-
Beverages	1.32	-
Transport Infrastructure	-0.02	-
Retailing	1.16	-
Capital Markets	1.13	-
Auto Components	0.94	-
Industrial Manufacturing	0.74	-
Healthcare	-	1.51
Materials	-	1.73
Chemicals	-	0.16
Consumer Staples	-	1.74
Financial	-	17.96
Automobile	-	2.14
Services	-	0.56
Communication	-	2.3
Consumer Discretionary	-	0.29
Metals & Mining	-	1.1
Energy	-	3.23
Technology	-	2.78
Capital Goods	-	1.62
Sovereign	-	14.87