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Kotak Equity Savings Fund - Regular - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

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

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Low to Moderate
Asset Size (Cr)	₹9023 Cr	₹277 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	13 Oct 2014	18 Aug 2003
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	492.24%	59.93%
Expense Ratio	1.76	1.13
Manager	Abhishek Bisen	Sailesh Jain
ISIN Code	INF174K01C78	INF277K01907
Exits Load	Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	0.27%	0.39%
6 Month	5.01%	2.88%
1 Year	6.1%	5.69%
3 Year	11.41%	9.71%
5 Year	10.74%	9%

SIP Return Analysis

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	2.36%	1.61%
1 Year	11.58%	7.53%
3 Year	10.6%	9.2%
5 Year	10.74%	8.88%

Rolling Lumpsum Returns

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.31%	7.02%
3 Year	9.08%	7.15%
5 Year	8.86%	6.97%

Risk Management

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	5.00%	3.52%
Sharp	0.91%	0.79%
Beta	1.04%	-
Alpha	1.55%	-

Fund Managers

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Abhishek Bisen	Sailesh Jain
Total AUM	₹0 Cr	₹17041 Cr
Funds Managed	33	7
	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	35	32.38
Large Cap	49.63	60.4
Mid Cap	7.79	6.41
Small Cap	7.58	0.82

Sector Allocation

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	33.38	31.5
Communication Services	10.2	6.39
Energy	3.19	4.75
Technology	3.09	3.78
Consumer Cyclical	11.26	1.62
Healthcare	0.87	3.98
Consumer Defensive	4.95	4.69
Industrials	4.26	10.48
Basic Materials	5.2	4.27
Financial Services	19.4	23.89
Utilities	3.85	4.65
Real Estate	0.34	-

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