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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) | ₹1140 Cr | ₹8487 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 | 0.97% | 1.64% |
| 6 Month | 7.21% | 8.62% |
| 1 Year | 3.93% | 3.62% |
| 3 Year | 10.81% | 11.39% |
| 5 Year | 13.1% | 11.52% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.88% | 3.01% |
| 1 Year | 7.61% | 9.56% |
| 3 Year | 10.86% | 10.88% |
| 5 Year | 10.87% | 10.83% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.98% | 8.48% |
| 3 Year | 7.92% | 8.95% |
| 5 Year | 7.89% | 8.78% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 5.35% | 5.08% |
| Sharp | 0.72% | 0.83% |
| Beta | - | - |
| Alpha | - | - |
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 | 30.16 | 34.8 |
| Large Cap | 63.57 | 49.34 |
| Small Cap | 1.74 | 6.41 |
| Mid Cap | 4.53 | 9.46 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 28.55 | 34.03 |
| Energy | 9.11 | 3.83 |
| Technology | 6.39 | 3.02 |
| Financial Services | 23.91 | 18.82 |
| Healthcare | 2.76 | 0.8 |
| Industrials | 5.37 | 4.93 |
| Basic Materials | 4.19 | 5.58 |
| Consumer Defensive | 4.87 | 3.57 |
| Consumer Cyclical | 4.48 | 10.86 |
| Communication Services | 9 | 10.45 |
| Utilities | 1.17 | 3.72 |
| Real Estate | 0.2 | 0.38 |
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