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) | ₹8782 Cr | ₹1670 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 | 0.86% | 0.65% |
6 Month | 6.3% | 5.78% |
1 Year | 6.04% | 6.6% |
3 Year | 12.16% | 11.57% |
5 Year | 11.54% | 12% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.86% | 1.89% |
1 Year | 11.04% | 10.35% |
3 Year | 11.1% | 11.03% |
5 Year | 11.02% | 10.53% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.4% | 10.79% |
3 Year | 9.01% | 11.06% |
5 Year | 8.82% | 12.06% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 5.05% | 5.43% |
Sharp | 0.98% | 0.78% |
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 | 34.29 | 35.9 |
Large Cap | 49.73 | 50.05 |
Mid Cap | 8.67 | 7.18 |
Small Cap | 7.31 | 6.87 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 32.89 | 33.76 |
Communication Services | 9.91 | 2.19 |
Energy | 3.22 | 3.9 |
Technology | 3.35 | 4.27 |
Consumer Cyclical | 11.93 | 8.88 |
Healthcare | 0.9 | 5.55 |
Consumer Defensive | 3.63 | 3.19 |
Industrials | 4.02 | 6.02 |
Basic Materials | 5.69 | 6.79 |
Financial Services | 20.03 | 20.53 |
Utilities | 4.1 | 3.79 |
Real Estate | 0.33 | 1.12 |
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