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) | ₹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 |
Top Comparisons
Invesco India Largecap Fund - Growth
3Y Returns15.54%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns10.6%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.7%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns16.95%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.03%
KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns19.56%