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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) | ₹1171 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 | 1.27% | 1.03% |
| 6 Month | 4.14% | 5.86% |
| 1 Year | 7.96% | 8.95% |
| 3 Year | 11.19% | 11.77% |
| 5 Year | 12.3% | 11.14% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.79% | 2.8% |
| 1 Year | 8.89% | 11.39% |
| 3 Year | 10.63% | 10.92% |
| 5 Year | 10.64% | 10.91% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.89% | 8.32% |
| 3 Year | 7.95% | 9.07% |
| 5 Year | 7.9% | 8.85% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 5.12% | 5.01% |
| Sharp | 0.80% | 0.94% |
| 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 | 28.24 | 34.29 |
| Large Cap | 64.87 | 49.73 |
| Mid Cap | 5 | 8.67 |
| Small Cap | 1.89 | 7.31 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 25.86 | 32.89 |
| Energy | 8.66 | 3.22 |
| Financial Services | 29.98 | 20.03 |
| Technology | 1.77 | 3.35 |
| Healthcare | 2.6 | 0.9 |
| Industrials | 5.6 | 4.02 |
| Basic Materials | 4.75 | 5.69 |
| Consumer Defensive | 4.05 | 3.63 |
| Consumer Cyclical | 6.01 | 11.93 |
| Communication Services | 9.29 | 9.91 |
| Utilities | 1.13 | 4.1 |
| Real Estate | 0.3 | 0.33 |
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