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SBI Equity Savings Fund vs Kotak Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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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 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) ₹8452 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 -0.04% -1.26%
6 Month 6.46% 7.08%
1 Year 4.64% 5.74%
3 Year 11.28% 11.12%
5 Year 11.41% 11.95%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth SBI Equity Savings Fund - Regular Plan - Growth
6 Month 2.48% 2.02%
1 Year 6.33% 5.91%
3 Year 10.34% 10.21%
5 Year 10.54% 10.08%

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 34.8 35.45
Large Cap 49.34 36.99
Mid Cap 9.46 11.42
Small Cap 6.41 16.14

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

SBI Equity Savings Fund - Regular Plan - Growth

Others 34.03 29.46
Communication Services 10.45 0.73
Energy 3.83 5.65
Technology 3.02 0.07
Consumer Cyclical 10.86 11.47
Healthcare 0.8 2.24
Consumer Defensive 3.57 1.47
Industrials 4.93 7.52
Basic Materials 5.58 9.83
Financial Services 18.82 24.03
Utilities 3.72 1.47
Real Estate 0.38 6.06

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