Sundaram Equity Savings Fund (G) vs Kotak Equity Savings Fund compare

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Sundaram Equity Savings Fund (G)

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Kotak Equity Savings Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1092 Cr	₹8444 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

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
1 Month	-0.68%	-0.29%
6 Month	5.31%	4.8%
1 Year	5.88%	3.98%
3 Year	11.8%	11.64%
5 Year	13.13%	11.48%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
6 Month	2.8%	3.08%
1 Year	7.37%	6.43%
3 Year	11.59%	10.78%
5 Year	11.5%	10.82%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
1 Year	8.01%	8.61%
3 Year	7.89%	8.88%
5 Year	7.87%	8.73%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
Standard Deviation	5.44%	5.05%
Sharp	1.12%	1.09%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
Others	31.25	33.59
Large Cap	61.43	49.93
Small Cap	2.49	6.01
Mid Cap	4.83	10.46

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
Others	29.52	32.77
Energy	9.97	4.12
Technology	7.86	3.65
Financial Services	20.14	15.6
Basic Materials	3.84	6.18
Healthcare	2.68	0.78
Industrials	4.61	5.61
Consumer Defensive	4.86	3.49
Consumer Cyclical	5.36	10.82
Communication Services	9.72	12.54
Utilities	1.22	4.03
Real Estate	0.21	0.41