- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8487 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 | 1.63% | 0.55% |
| 6 Month | 8.97% | 4.76% |
| 1 Year | 3.85% | 4.81% |
| 3 Year | 11.37% | 7.07% |
| 5 Year | 11.49% | 8.55% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 3.01% | 1.5% |
| 1 Year | 9.56% | 6.52% |
| 3 Year | 10.88% | 7.14% |
| 5 Year | 10.83% | 7% |
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 | 5.08% | 2.20% |
| Sharp | 0.83% | 0.10% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.8 | 40.19 |
| Large Cap | 49.34 | 53.16 |
| Mid Cap | 9.46 | 6.21 |
| Small Cap | 6.41 | 0.45 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 34.03 | 31.84 |
| Communication Services | 10.45 | 1.76 |
| Energy | 3.83 | 8.7 |
| Technology | 3.02 | 1.78 |
| Consumer Cyclical | 10.86 | 5.95 |
| Healthcare | 0.8 | 1.45 |
| Consumer Defensive | 3.57 | 1.08 |
| Industrials | 4.93 | 6.75 |
| Basic Materials | 5.58 | 18.06 |
| Financial Services | 18.82 | 22.61 |
| Utilities | 3.72 | - |
| Real Estate | 0.38 | - |
Top Comparisons
Kotak Credit Risk Fund - Growth
3Y Returns7.15%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.77%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns26.61%
UTI Infrastructure Fund-Growth Option
3Y Returns18.02%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.22%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.53%
Kotak Large Cap Fund - Growth
3Y Returns14.39%
UTI - Master Share-Growth Option
3Y Returns11.74%
