Kotak Equity Savings Fund vs SBI Equity Savings Fund compare

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Kotak Equity Savings Fund - Regular - Growth

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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)	₹9023 Cr	₹5993 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	1.43
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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
1 Month	0.95%	0.32%
6 Month	5.47%	2.57%
1 Year	5.76%	4.47%
3 Year	11.53%	11.04%
5 Year	10.93%	10.33%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
6 Month	2.95%	1.44%
1 Year	12.03%	8.56%
3 Year	10.83%	9.64%
5 Year	10.89%	9.71%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
1 Year	8.31%	8.68%
3 Year	9.08%	9.42%
5 Year	8.86%	8.88%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	4.73%
Sharp	1.09%	0.99%
Beta	1.04%	0.94%
Alpha	1.55%	1.68%

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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Others	29.08	6.92
Large Cap	20.8	42.52
Mid Cap	12.18	9.37
Small Cap	5.72	15.71

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Others	28.22	2.97
Telecom - Services	3.45	0.44
Petroleum Products	1.48	5.27
IT - Software	2.38	1.66
Retailing	4.02	2.51
Pharmaceuticals & Biotechnology	-0.01	0.29
Construction	0.86	3.07
Ferrous Metals	0.2	2.54
Finance	4.05	4.97
Banks	5.98	17.9
Diversified FMCG	2.57	-
Non - Ferrous Metals	0	1.51
Cement & Cement Products	0.89	2.93
Leisure Services	1	2.65
Aerospace & Defense	-0.01	0.57
Electrical Equipment	0.62	0.18
Insurance	0.36	1.24
Power	2.64	0.97
Consumer Durables	0.01	3.48
Automobiles	6.45	1.62
Transport Services	0	1.12
Diversified Metals	-0.02	0.32
Realty	-0.01	4.41
Metals & Minerals Trading	0	0.12
Entertainment	0.3	-
Healthcare Services	0	1.32
Minerals & Mining	0	0.1
Fertilizers & Agrochemicals	0	-
Transport Infrastructure	-0.01	1.01
Beverages	2.08	0.14
Industrial Manufacturing	0.28	-
Chemicals & Petrochemicals	-	2.28
Capital Markets	-	0.04
Gas	-	0.04
Industrial Products	-	0.16
Oil	-	0.02
Personal Products	-	0.75
Textiles & Apparels	-	2.46
Auto Components	-	2.79
Financial Technology (Fintech)	-	0.14
Consumable Fuels	-	0.02
Agricultural Food & other Products	-	0.51