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Kotak Equity Savings Fund vs Tata Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹9651 Cr | ₹278 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 59.93% |
| Expense Ratio | 1.76 | 1.13 |
| Manager | Abhishek Bisen | Sailesh Jain |
| ISIN Code | INF174K01C78 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.64% | -0.5% |
| 6 Month | 2.9% | 1.92% |
| 1 Year | 7.8% | 6.19% |
| 3 Year | 11.1% | 9.95% |
| 5 Year | 10.29% | 8.74% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.64% | 1.28% |
| 1 Year | 10.02% | 6.25% |
| 3 Year | 9.84% | 8.49% |
| 5 Year | 10.41% | 8.61% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.28% | 7% |
| 3 Year | 9.15% | 7.16% |
| 5 Year | 8.88% | 6.98% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 3.82% | 3.99% |
| Sharp | 1.11% | 1.18% |
| Beta | 1.06% | 0.79% |
| Alpha | 1.27% | 0.79% |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sailesh Jain |
| Total AUM | ₹0 Cr | ₹17041 Cr |
| Funds Managed | 33 | 7 |
| Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 31.53 | 32.91 |
| Large Cap | 47.8 | 59.84 |
| Mid Cap | 13.05 | 6.5 |
| Small Cap | 7.62 | 0.75 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 27.72 | 31.89 |
| Communication Services | 12.39 | 6.41 |
| Energy | 2.54 | 4.9 |
| Technology | 8.44 | 2.2 |
| Consumer Cyclical | 11.17 | 1.68 |
| Healthcare | 0.83 | 4.06 |
| Industrials | 4.18 | 10.31 |
| Basic Materials | 5.03 | 4.14 |
| Financial Services | 18.79 | 29.36 |
| Real Estate | 0.96 | - |
| Utilities | 3.46 | 4.4 |
| Consumer Defensive | 4.49 | 0.65 |
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