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) | ₹1067 Cr | ₹8177 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 | 2.56% | 2.42% |
6 Month | 4.36% | 3.9% |
1 Year | 9.92% | 8.41% |
3 Year | 12.68% | 12.17% |
5 Year | 15.18% | 13.18% |
SIP Return Analysis
Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
6 Month | 3.5% | 3.38% |
1 Year | 7.72% | 6.37% |
3 Year | 12.26% | 11.62% |
5 Year | 11.97% | 11.27% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
1 Year | 7.94% | 8.74% |
3 Year | 7.85% | 8.81% |
5 Year | 7.83% | 8.68% |
Risk Management
Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Standard Deviation | 5.676% | 5.035% |
Sharp | 0.575% | 0.584% |
Beta | - | - |
Alpha | - | - |
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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 | 27.55 | 33.25 |
Large Cap | 58.49 | 49.67 |
Mid Cap | 8.77 | 9.11 |
Small Cap | 5.19 | 7.96 |
Sector Allocation
Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Others | 27.69 | 32.97 |
Energy | 8.35 | 4.49 |
Technology | 8.85 | 3.54 |
Basic Materials | 2.65 | 6.18 |
Industrials | 6.64 | 5.06 |
Financial Services | 21.31 | 14.57 |
Consumer Defensive | 4.31 | 5.04 |
Healthcare | 3.57 | 1.04 |
Consumer Cyclical | 10.06 | 11.11 |
Communication Services | 5.78 | 9.32 |
Real Estate | 0.25 | 0.31 |
Utilities | 0.54 | 6.36 |
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