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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) | ₹9023 Cr | ₹5997 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 | 0.27% | 0.24% |
| 6 Month | 5.01% | 2.24% |
| 1 Year | 6.1% | 4.11% |
| 3 Year | 11.41% | 11.06% |
| 5 Year | 10.74% | 10.16% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 1.22% |
| 1 Year | 11.58% | 8.41% |
| 3 Year | 10.6% | 9.5% |
| 5 Year | 10.74% | 9.63% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.00% | 5.26% |
| Sharp | 0.91% | 0.83% |
| Beta | 1.04% | 0.94% |
| Alpha | 1.55% | 1.68% |
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 | 35 | 33.42 |
| Large Cap | 49.63 | 40.08 |
| Mid Cap | 7.79 | 11.47 |
| Small Cap | 7.58 | 15.03 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.38 | 27.58 |
| Communication Services | 10.2 | 0.44 |
| Energy | 3.19 | 5.42 |
| Technology | 3.09 | 1.83 |
| Consumer Cyclical | 11.26 | 11.62 |
| Healthcare | 0.87 | 2.46 |
| Consumer Defensive | 4.95 | 2.34 |
| Industrials | 4.26 | 6.61 |
| Basic Materials | 5.2 | 11.6 |
| Financial Services | 19.4 | 24.2 |
| Utilities | 3.85 | 1.01 |
| Real Estate | 0.34 | 4.9 |
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