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Aditya Birla Sun Life Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹8177 Cr | ₹650 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 28 Nov 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% | 378% |
| Expense Ratio | 1.76 | 1.12 |
| Manager | Abhishek Bisen | Pranav Gupta |
| ISIN Code | INF174K01C78 | INF209KA1TS3 |
| 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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.84% | 1.44% |
| 6 Month | -3.24% | 0.57% |
| 1 Year | 5.48% | 6.77% |
| 3 Year | 9.99% | 6.85% |
| 5 Year | 13.55% | 11.44% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.83% | 1.33% |
| 1 Year | 0.29% | 4.93% |
| 3 Year | 10.11% | 8.55% |
| 5 Year | 10.55% | 8.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.74% | 8.3% |
| 3 Year | 8.81% | 7.54% |
| 5 Year | 8.68% | 7.67% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.035% | 4.8% |
| Sharp | 0.584% | 0.11% |
| Beta | - | 0.82% |
| Alpha | - | -1.04% |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pranav Gupta |
| Total AUM | ₹0 Cr | ₹10003 Cr |
| Funds Managed | 33 | 9 |
| Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.25 | 32.14 |
| Large Cap | 49.67 | 49.71 |
| Small Cap | 7.96 | 4.78 |
| Mid Cap | 9.11 | 13.37 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.97 | 27.48 |
| Communication Services | 9.32 | 2.74 |
| Energy | 4.49 | 6.6 |
| Technology | 3.54 | 3.55 |
| Consumer Cyclical | 11.11 | 5.72 |
| Healthcare | 1.04 | 2.58 |
| Consumer Defensive | 5.04 | 3.6 |
| Industrials | 5.06 | 8.64 |
| Financial Services | 14.57 | 26.94 |
| Basic Materials | 6.18 | 2.71 |
| Utilities | 6.36 | 3.94 |
| Real Estate | 0.31 | 5.5 |
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