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 | 0.95% | 0.48% |
| 6 Month | 5.47% | 3.87% |
| 1 Year | 5.76% | 7.01% |
| 3 Year | 11.53% | 10.79% |
| 5 Year | 10.93% | 11.02% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.95% | 2.2% |
| 1 Year | 12.03% | 10.82% |
| 3 Year | 10.83% | 10.76% |
| 5 Year | 10.89% | 10.33% |
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 | 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 | 29.08 | 36.73 |
| Large Cap | 20.8 | 49.77 |
| Mid Cap | 12.18 | 7.2 |
| Small Cap | 5.72 | 6.3 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 28.22 | 34.03 |
| Telecom - Services | 3.45 | - |
| Petroleum Products | 1.48 | - |
| IT - Software | 2.38 | - |
| Retailing | 4.02 | - |
| Pharmaceuticals & Biotechnology | -0.01 | - |
| Construction | 0.86 | - |
| Ferrous Metals | 0.2 | - |
| Finance | 4.05 | - |
| Banks | 5.98 | - |
| Diversified FMCG | 2.57 | - |
| Non - Ferrous Metals | 0 | - |
| Cement & Cement Products | 0.89 | - |
| Leisure Services | 1 | - |
| Aerospace & Defense | -0.01 | - |
| Electrical Equipment | 0.62 | - |
| Insurance | 0.36 | - |
| Power | 2.64 | - |
| Consumer Durables | 0.01 | - |
| Automobiles | 6.45 | - |
| Transport Services | 0 | - |
| Diversified Metals | -0.02 | - |
| Realty | -0.01 | - |
| Metals & Minerals Trading | 0 | - |
| Entertainment | 0.3 | - |
| Healthcare Services | 0 | - |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Infrastructure | -0.01 | - |
| Beverages | 2.08 | - |
| Industrial Manufacturing | 0.28 | - |
| Energy | - | 3.26 |
| Utilities | - | 3.49 |
| Technology | - | 4.83 |
| Consumer Cyclical | - | 8.05 |
| Basic Materials | - | 6.96 |
| Healthcare | - | 5.56 |
| Consumer Defensive | - | 3.13 |
| Industrials | - | 5.71 |
| Financial Services | - | 21.81 |
| Real Estate | - | 1.18 |
| Communication Services | - | 1.99 |
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