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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 | -0.78% | -0.18% |
| 6 Month | 3.77% | 3.21% |
| 1 Year | 4.99% | 6.02% |
| 3 Year | 11.26% | 7.11% |
| 5 Year | 11.3% | 8.78% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 2.57% | 1.88% |
| 1 Year | 4.92% | 6.17% |
| 3 Year | 10.07% | 7.24% |
| 5 Year | 10.4% | 7.16% |
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 | 5.10% | 2.17% |
| Sharp | 0.90% | 0.26% |
| 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 | 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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