Tata Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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 | Moderate |
Asset Size (Cr) | ₹7804 Cr | ₹216 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 | 1.77 | 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 |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | -1.21% | -0.32% |
6 Month | -1.22% | 1.42% |
1 Year | 6.46% | 8.97% |
3 Year | 10.03% | 8.58% |
5 Year | 10.35% | 8.95% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.77% | 6.63% |
3 Year | 11.23% | 10.32% |
5 Year | 11.28% | 9.79% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 8.74% | 7.05% |
3 Year | 8.81% | 7.05% |
5 Year | 8.68% | 6.89% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 3.82% | 3.99% |
Sharp | 1.46% | 0.72% |
Beta | 0.7% | 0.82% |
Alpha | 3.58% | 0.33% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 33 | 7 |
Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 31.03 | 30.31 |
Large Cap | 24.13 | 14.56 |
Mid Cap | 6.24 | 4.11 |
Small Cap | 8.75 | 1.34 |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 31.03 | 30.31 |
Telecom - Services | 0.79 | 0.85 |
Petroleum Products | 1.32 | 1.75 |
IT - Software | 4.02 | 2.76 |
Pharmaceuticals & Biotechnology | 0 | 1.32 |
Cement & Cement Products | -0.01 | 0.49 |
Personal Products | 0.9 | - |
Construction | 0.95 | 0.85 |
Ferrous Metals | 0 | 0.2 |
Finance | 1.88 | 0.92 |
Banks | 5.45 | 5.18 |
Retailing | 2.51 | - |
Diversified FMCG | 2.33 | 0.67 |
Non - Ferrous Metals | -0.01 | - |
Leisure Services | 1.32 | - |
Aerospace & Defense | -0.01 | - |
Chemicals & Petrochemicals | 0.74 | - |
Realty | -0.01 | - |
Insurance | 1 | -0.01 |
Automobiles | 6.26 | 0.3 |
Gas | 1.71 | - |
Consumer Durables | 1.5 | 0.7 |
Diversified Metals | -0.0099999999999998 | - |
Oil | -0.01 | - |
Power | 2.03 | 1.04 |
Electrical Equipment | 0.14 | 0.36 |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | - |
Capital Markets | 1.2 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | - |
Transport Services | 0.45 | 0.41 |
Transport Infrastructure | -0.02 | -0.03 |
Auto Components | 0.46 | 0.56 |
Beverages | 1.11 | - |
Industrial Manufacturing | 0.46 | 0.46 |
Agricultural, Commercial & Construction Vehicles | - | 0.45 |
Industrial Products | - | 0.44 |
Financial Technology (Fintech) | - | 0.34 |
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