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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) | ₹8782 Cr | ₹71 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 | 0.04% | 0.52% |
| 6 Month | 5.9% | 2.6% |
| 1 Year | 6.86% | 5.81% |
| 3 Year | 11.42% | 7.03% |
| 5 Year | 11.25% | 8.22% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 3.11% | 1.46% |
| 1 Year | 11.05% | 6.42% |
| 3 Year | 10.91% | 7.01% |
| 5 Year | 10.91% | 6.86% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.4% | 7.32% |
| 3 Year | 9.01% | 7.31% |
| 5 Year | 8.82% | 7.57% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.01% | 2.15% |
| Sharp | 0.94% | 0.16% |
| 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 | 34.29 | 38.43 |
| Large Cap | 49.73 | 54.54 |
| Mid Cap | 8.67 | 6.58 |
| Small Cap | 7.31 | 0.44 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 32.89 | 28.66 |
| Communication Services | 9.91 | 1.79 |
| Energy | 3.22 | 8.82 |
| Technology | 3.35 | 1.75 |
| Consumer Cyclical | 11.93 | 6.65 |
| Healthcare | 0.9 | 1.38 |
| Consumer Defensive | 3.63 | 1.02 |
| Industrials | 4.02 | 7.06 |
| Basic Materials | 5.69 | 19 |
| Financial Services | 20.03 | 23.87 |
| Utilities | 4.1 | - |
| Real Estate | 0.33 | - |
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