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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) | ₹8452 Cr | ₹5738 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 | 0.85% | -0.32% |
| 6 Month | 6.82% | 8.03% |
| 1 Year | 4.46% | 5.99% |
| 3 Year | 11.64% | 11.41% |
| 5 Year | 11.53% | 11.99% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.48% | 2.02% |
| 1 Year | 6.33% | 5.91% |
| 3 Year | 10.34% | 10.21% |
| 5 Year | 10.54% | 10.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 8.96% |
| 3 Year | 8.95% | 9.28% |
| 5 Year | 8.78% | 8.78% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.10% | 4.73% |
| Sharp | 0.90% | 1.06% |
| Beta | - | 0.16% |
| Alpha | - | 4.6% |
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 | 34.8 | 35.45 |
| Large Cap | 49.34 | 36.99 |
| Mid Cap | 9.46 | 11.42 |
| Small Cap | 6.41 | 16.14 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.03 | 29.46 |
| Communication Services | 10.45 | 0.73 |
| Energy | 3.83 | 5.65 |
| Technology | 3.02 | 0.07 |
| Consumer Cyclical | 10.86 | 11.47 |
| Healthcare | 0.8 | 2.24 |
| Consumer Defensive | 3.57 | 1.47 |
| Industrials | 4.93 | 7.52 |
| Basic Materials | 5.58 | 9.83 |
| Financial Services | 18.82 | 24.03 |
| Utilities | 3.72 | 1.47 |
| Real Estate | 0.38 | 6.06 |
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