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Kotak Equity Savings Fund vs SBI Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹8177 Cr ₹5705 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 13 Oct 2014 27 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 39%
Expense Ratio 1.76 1.42
Manager Abhishek Bisen Pradeep Kesavan
ISIN Code INF174K01C78 INF200KA1DA4
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 SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Month 2.52% 3.48%
6 Month 2.63% 2.44%
1 Year 8.07% 9.05%
3 Year 11.83% 11.98%
5 Year 12.65% 13.6%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
6 Month 0.85% 1.49%
1 Year 1.48% 2.93%
3 Year 9.97% 10.17%
5 Year 10.32% 10.14%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
1 Year 8.74% 9.28%
3 Year 8.81% 9.03%
5 Year 8.68% 8.69%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.035% 4.73%
Sharp 0.584% 0.67%
Beta - 0.93%
Alpha - 0.67%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
Name Abhishek Bisen Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Funds Managed 33 43
Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 33.25 3.98
Large Cap 49.67 44.38
Small Cap 7.96 15.61
Mid Cap 9.11 7.94

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 32.97 -2.92
Communication Services 9.32 -
Energy 4.49 -
Technology 3.54 -
Consumer Cyclical 11.11 -
Healthcare 1.04 -
Consumer Defensive 5.04 -
Industrials 5.06 -
Financial Services 14.57 -
Basic Materials 6.18 -
Utilities 6.36 -
Real Estate 0.31 -
Telecom - Services - 1.48
Petroleum Products - 5.74
Electrical Equipment - 0.26
IT - Software - 1.43
Pharmaceuticals & Biotechnology - 0.82
Cement & Cement Products - 2.65
Construction - 3.13
Ferrous Metals - 0.55
Finance - 3.12
Capital Markets - 0.97
Banks - 22.51
Retailing - 0.58
Non - Ferrous Metals - 1.74
Realty - 3.85
Leisure Services - 2.95
Consumer Durables - 1.86
Aerospace & Defense - 0.42
Fertilizers & Agrochemicals - 0.9
Chemicals & Petrochemicals - 1.22
Transport Infrastructure - 4.33
Automobiles - 3.26
Insurance - 0.17
Gas - 0.04
Transport Services - 0.9
Industrial Products - 1.11
Diversified Metals - 0.05
Oil - 0.1
Power - 1.49
Textiles & Apparels - 2.13
Household Products - 0.31
Auto Components - 2.47
Metals & Minerals Trading - 0.09
Healthcare Services - 1.94
Consumable Fuels - 0.02
Minerals & Mining - 0.1
Beverages - 0.14

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