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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) | ₹8487 Cr | ₹266 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 | 1.93% | 0.65% |
| 6 Month | 9.3% | 5.47% |
| 1 Year | 4.16% | 5.42% |
| 3 Year | 11.7% | 9.93% |
| 5 Year | 11.5% | 9.93% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 3.01% | 1.49% |
| 1 Year | 9.56% | 6.82% |
| 3 Year | 10.88% | 9.63% |
| 5 Year | 10.83% | 9.08% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.48% | 7.1% |
| 3 Year | 8.95% | 7.1% |
| 5 Year | 8.78% | 6.94% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.08% | 3.69% |
| Sharp | 0.83% | 0.72% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.68 | 35.76 |
| Large Cap | 51.36 | 58.08 |
| Mid Cap | 8.42 | 5.4 |
| Small Cap | 5.54 | 0.76 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.25 | 35 |
| Communication Services | 10.17 | 6.02 |
| Energy | 4.32 | 4.44 |
| Technology | 3.87 | 3.75 |
| Consumer Cyclical | 11.9 | 1.63 |
| Healthcare | 0.94 | 2.98 |
| Consumer Defensive | 3.64 | 5.16 |
| Industrials | 3.91 | 9.72 |
| Basic Materials | 5.52 | 4.36 |
| Financial Services | 18.29 | 22.29 |
| Utilities | 3.85 | 4.64 |
| Real Estate | 0.36 | - |
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