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) | ₹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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