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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) | ₹8452 Cr | ₹268 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 | 0.33% | 0.18% |
| 6 Month | 8.11% | 5.24% |
| 1 Year | 2.83% | 5.18% |
| 3 Year | 11.39% | 9.63% |
| 5 Year | 11.18% | 9.75% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.57% | 1.53% |
| 1 Year | 7.63% | 6.57% |
| 3 Year | 10.88% | 9.92% |
| 5 Year | 10.88% | 9.33% |
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 | 5.10% | 3.66% |
| Sharp | 0.90% | 0.84% |
| 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 | 34.8 | 35.45 |
| Large Cap | 49.34 | 58.29 |
| Mid Cap | 9.46 | 5.47 |
| Small Cap | 6.41 | 0.78 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.03 | 34.67 |
| Communication Services | 10.45 | 6.05 |
| Energy | 3.83 | 5.08 |
| Technology | 3.02 | 3.72 |
| Consumer Cyclical | 10.86 | 1.37 |
| Healthcare | 0.8 | 3.27 |
| Consumer Defensive | 3.57 | 4.87 |
| Industrials | 4.93 | 10.37 |
| Basic Materials | 5.58 | 4.48 |
| Financial Services | 18.82 | 21.42 |
| Utilities | 3.72 | 4.7 |
| Real Estate | 0.38 | - |
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