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Kotak Equity Savings Fund vs SBI Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹8487 Cr | ₹6169 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.31% | 0.01% |
| 6 Month | 6.97% | 5.05% |
| 1 Year | 5.33% | 3.15% |
| 3 Year | 12.26% | 10.96% |
| 5 Year | 11.58% | 11.66% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.21% | 0.83% |
| 1 Year | 11.54% | 7.36% |
| 3 Year | 11.15% | 9.87% |
| 5 Year | 11.02% | 9.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 8.83% |
| 3 Year | 9.01% | 9.34% |
| 5 Year | 8.82% | 8.82% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.05% | 4.73% |
| Sharp | 0.98% | 0.89% |
| Beta | - | 0.2% |
| Alpha | - | 3.92% |
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 | 34.68 | 34.57 |
| Large Cap | 51.36 | 36.87 |
| Mid Cap | 8.42 | 12.03 |
| Small Cap | 5.54 | 16.52 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.25 | 25.63 |
| Communication Services | 10.17 | 0.69 |
| Energy | 4.32 | 5.58 |
| Technology | 3.87 | 0.14 |
| Consumer Cyclical | 11.9 | 12.08 |
| Healthcare | 0.94 | 2.31 |
| Consumer Defensive | 3.64 | 1.48 |
| Industrials | 3.91 | 9.68 |
| Basic Materials | 5.52 | 10.95 |
| Financial Services | 18.29 | 24.14 |
| Utilities | 3.85 | 1.4 |
| Real Estate | 0.36 | 5.91 |
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