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)	₹8254 Cr	₹5431 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	1.6%	1.84%
6 Month	2.98%	3.74%
1 Year	5.9%	7.16%
3 Year	12.61%	13.17%
5 Year	12.03%	12.87%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
6 Month	4.42%	5.8%
1 Year	8.05%	10.89%
3 Year	11.41%	12.13%
5 Year	11.19%	11.25%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
1 Year	8.61%	9.05%
3 Year	8.88%	9.13%
5 Year	8.73%	8.74%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.05%	5.29%
Sharp	1.09%	1.15%
Beta	-	0.91%
Alpha	-	1.22%

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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	29.44	10.52
Large Cap	54.3	39.14
Small Cap	6.37	16.53
Mid Cap	9.89	10.17

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	SBI Equity Savings Fund - Regular Plan - Growth
Others	28.92	3.25
Communication Services	11.83	-
Energy	5.9	-
Technology	3.51	-
Consumer Cyclical	12.01	-
Healthcare	0.94	-
Consumer Defensive	3.97	-
Industrials	6.2	-
Basic Materials	6.32	-
Financial Services	14.8	-
Real Estate	0.64	-
Utilities	4.96	-
Petroleum Products	-	5.95
IT - Software	-	1.18
Pharmaceuticals & Biotechnology	-	0.17
Cement & Cement Products	-	2.1
Construction	-	3.36
Ferrous Metals	-	0.57
Finance	-	3.49
Capital Markets	-	1.04
Banks	-	20.24
Retailing	-	0.52
Non - Ferrous Metals	-	1.3
Realty	-	4.32
Leisure Services	-	3.1
Consumer Durables	-	2.68
Aerospace & Defense	-	0.52
Fertilizers & Agrochemicals	-	1.05
Chemicals & Petrochemicals	-	1.26
Transport Infrastructure	-	4.49
Automobiles	-	1.86
Telecom - Services	-	1.49
Insurance	-	0.08
Gas	-	0.05
Transport Services	-	1.07
Industrial Products	-	1.34
Oil	-	0.05
Power	-	1.54
Electrical Equipment	-	0.16
Personal Products	-	0.9
Textiles & Apparels	-	2.33
Auto Components	-	3.28
Metals & Minerals Trading	-	0.1
Consumable Fuels	-	0.02
Minerals & Mining	-	0.1
Beverages	-	0.16
Healthcare Services	-	1.24