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SBI Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8444 Cr | ₹5738 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 39% |
| Expense Ratio | 1.76 | 1.43 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01C78 | INF200KA1DA4 |
| 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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.27% | -1.42% |
| 6 Month | 5.38% | 6.25% |
| 1 Year | 4.1% | 5.31% |
| 3 Year | 11.25% | 11.08% |
| 5 Year | 11.32% | 11.83% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.53% | 2.49% |
| 1 Year | 5.12% | 5.52% |
| 3 Year | 9.98% | 10.06% |
| 5 Year | 10.32% | 9.98% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.48% | 8.96% |
| 3 Year | 8.95% | 9.28% |
| 5 Year | 8.78% | 8.78% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.10% | 4.73% |
| Sharp | 0.90% | 1.06% |
| Beta | - | 0.16% |
| Alpha | - | 4.6% |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.59 | 34.23 |
| Large Cap | 49.93 | 37.88 |
| Mid Cap | 10.46 | 11.26 |
| Small Cap | 6.01 | 16.63 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.77 | 28.14 |
| Communication Services | 12.54 | 1.14 |
| Energy | 4.12 | 6.25 |
| Technology | 3.65 | 0.02 |
| Consumer Cyclical | 10.82 | 12.28 |
| Healthcare | 0.78 | 2.36 |
| Consumer Defensive | 3.49 | 1.01 |
| Industrials | 5.61 | 7.86 |
| Basic Materials | 6.18 | 7.38 |
| Financial Services | 15.6 | 25.73 |
| Real Estate | 0.41 | 6.22 |
| Utilities | 4.03 | 1.61 |
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