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Sundaram Equity Savings Fund (G) vs Kotak Equity Savings Fund compare
Sundaram Equity Savings Fund (G)
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Fund | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1201 Cr | ₹9023 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2002 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 492.24% |
| Expense Ratio | 2.19 | 1.76 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01213 | INF174K01C78 |
| Exits Load | Sundaram Equity Savings Fund - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Month | -0.46% | -0.92% |
| 6 Month | 2.34% | 4.39% |
| 1 Year | 5.2% | 5.78% |
| 3 Year | 10.97% | 11.28% |
| 5 Year | 11.29% | 10.5% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.56% | 2.36% |
| 1 Year | 8.59% | 11.58% |
| 3 Year | 10.21% | 10.6% |
| 5 Year | 10.37% | 10.74% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.87% | 8.3% |
| 3 Year | 7.96% | 9.11% |
| 5 Year | 7.91% | 8.87% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 5.11% | 3.82% |
| Sharp | 0.83% | 1.09% |
| Beta | - | 1.04% |
| Alpha | - | 1.55% |
Fund Managers
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Funds Managed | 14 | 33 |
| Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 26.12 | 31.48 |
| Large Cap | 65.92 | 48.5 |
| Mid Cap | 5.88 | 12.43 |
| Small Cap | 2.08 | 7.6 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 23.45 | 28.2 |
| Energy | 9.42 | 2.96 |
| Financial Services | 31.04 | 19.09 |
| Technology | 2.07 | 8.3 |
| Industrials | 6.06 | 4.39 |
| Basic Materials | 4.94 | 4.76 |
| Consumer Defensive | 3.34 | 4.55 |
| Healthcare | 1.9 | 0.86 |
| Consumer Cyclical | 6.5 | 10.66 |
| Communication Services | 9.89 | 12.44 |
| Utilities | 1.07 | 3.49 |
| Real Estate | 0.32 | 0.31 |
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