Kotak Equity Savings Fund - Regular - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹8444 Cr | ₹73 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 14 Feb 2025 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 69% |
Expense Ratio | 1.76 | 1.32 |
Manager | Abhishek Bisen | Puneet Pal |
ISIN Code | INF174K01C78 | INF223J01FB7 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Month | -0.61% | -0.05% |
6 Month | 4.05% | 3.8% |
1 Year | 3.41% | 5.63% |
3 Year | 11.53% | 7.3% |
5 Year | 11.47% | 8.98% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
6 Month | 3.08% | 1.92% |
1 Year | 6.43% | 6.4% |
3 Year | 10.78% | 7.39% |
5 Year | 10.82% | 7.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Year | 8.48% | 7.35% |
3 Year | 8.95% | 7.32% |
5 Year | 8.78% | 7.55% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Standard Deviation | 5.05% | 2.18% |
Sharp | 1.09% | 0.46% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Name | Abhishek Bisen | Puneet Pal |
Total AUM | ₹0 Cr | ₹20950 Cr |
Funds Managed | 33 | 19 |
Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 33.59 | 38.17 |
Large Cap | 49.93 | 55.1 |
Mid Cap | 10.46 | 6.31 |
Small Cap | 6.01 | 0.42 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 32.77 | 29.31 |
Communication Services | 12.54 | 1.85 |
Energy | 4.12 | 9.81 |
Technology | 3.65 | 1.95 |
Consumer Cyclical | 10.82 | 6.24 |
Healthcare | 0.78 | 1.41 |
Consumer Defensive | 3.49 | 1.02 |
Industrials | 5.61 | 7.15 |
Basic Materials | 6.18 | 17.97 |
Financial Services | 15.6 | 23.28 |
Real Estate | 0.41 | - |
Utilities | 4.03 | - |
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