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) | ₹8177 Cr | ₹1371 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 | 0.96% | 1.28% |
6 Month | 0.49% | 2.76% |
1 Year | 5.31% | 8.67% |
3 Year | 12.23% | 12.7% |
5 Year | 12.21% | 13.79% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 3.55% | 4.76% |
1 Year | 5.57% | 9.27% |
3 Year | 10.85% | 11.71% |
5 Year | 10.83% | 11.07% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.61% | 11.15% |
3 Year | 8.88% | 10.98% |
5 Year | 8.73% | 11.87% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 5.035% | 5.742% |
Sharp | 0.584% | 0.406% |
Beta | - | - |
Alpha | - | - |
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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 | 33.25 | 30.93 |
Large Cap | 49.67 | 53.76 |
Small Cap | 7.96 | 7.82 |
Mid Cap | 9.11 | 7.48 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 32.97 | 29.65 |
Communication Services | 9.32 | 2.23 |
Energy | 4.49 | 4.71 |
Technology | 3.54 | 8.79 |
Consumer Cyclical | 11.11 | 7.7 |
Healthcare | 1.04 | 6.04 |
Consumer Defensive | 5.04 | 2.66 |
Industrials | 5.06 | 7 |
Financial Services | 14.57 | 20.06 |
Basic Materials | 6.18 | 5.93 |
Utilities | 6.36 | 3.68 |
Real Estate | 0.31 | 1.56 |
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