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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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