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Kotak Equity Savings Fund - Regular - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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) | ₹8254 Cr | ₹265 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 | 0.9% | 0.73% |
| 6 Month | 3.57% | 4.12% |
| 1 Year | 5.79% | 6.4% |
| 3 Year | 12.37% | 10.75% |
| 5 Year | 11.86% | 10.57% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.42% | 3.24% |
| 1 Year | 8.05% | 8.56% |
| 3 Year | 11.41% | 10.67% |
| 5 Year | 11.19% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.61% | 7.11% |
| 3 Year | 8.88% | 7.08% |
| 5 Year | 8.73% | 6.92% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.05% | 3.74% |
| Sharp | 1.09% | 1.09% |
| Beta | - | - |
| Alpha | - | - |
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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 | 29.44 | 33.5 |
| Large Cap | 54.3 | 58.62 |
| Small Cap | 6.37 | 0.82 |
| Mid Cap | 9.89 | 7.06 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 28.92 | 32.9 |
| Communication Services | 11.83 | 5.93 |
| Energy | 5.9 | 4.5 |
| Technology | 3.51 | 5.07 |
| Consumer Cyclical | 12.01 | 1.56 |
| Healthcare | 0.94 | 3.64 |
| Consumer Defensive | 3.97 | 4.6 |
| Industrials | 6.2 | 10.71 |
| Basic Materials | 6.32 | 4.4 |
| Financial Services | 14.8 | 22.14 |
| Real Estate | 0.64 | - |
| Utilities | 4.96 | 4.54 |
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