- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹9651 Cr | ₹5919 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 | -1.18% | -0.53% |
| 6 Month | 2.6% | 0.26% |
| 1 Year | 7.77% | 6.67% |
| 3 Year | 11.02% | 11.12% |
| 5 Year | 10.03% | 9.26% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.32% | 0.43% |
| 1 Year | 9.12% | 5.77% |
| 3 Year | 9.75% | 8.46% |
| 5 Year | 10.33% | 9.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.28% | 8.62% |
| 3 Year | 9.15% | 9.48% |
| 5 Year | 8.88% | 8.92% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 4.73% |
| Sharp | 1.11% | 1.01% |
| Beta | 1.06% | 0.94% |
| Alpha | 1.27% | 1.46% |
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 | 31.53 | 33.63 |
| Large Cap | 47.8 | 54.33 |
| Mid Cap | 13.05 | 8.63 |
| Small Cap | 7.62 | 3.4 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.72 | 28.01 |
| Communication Services | 12.39 | 2.94 |
| Energy | 2.54 | 5.72 |
| Technology | 8.44 | 2.46 |
| Consumer Cyclical | 11.17 | 8.07 |
| Healthcare | 0.83 | 1.99 |
| Industrials | 4.18 | 4.89 |
| Basic Materials | 5.03 | 7.85 |
| Financial Services | 18.79 | 28.91 |
| Real Estate | 0.96 | 5.43 |
| Utilities | 3.46 | 0.98 |
| Consumer Defensive | 4.49 | 2.77 |
Top Comparisons
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.52%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns22.59%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
LIC MF Small Cap Fund Regular - Growth
3Y Returns14.9%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.19%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.93%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.17%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.83%
