Aditya Birla Sun Life Equity Savings Fund vs Kotak Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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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	Low to Moderate
Asset Size (Cr)	₹7089 Cr	₹542 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	10 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	1.79	1.11
Manager	Abhishek Bisen	Pranav Gupta
ISIN Code	INF174K01C78	INF209KA1TS3
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365	Exit load of 0.25%, if redeemed within 7 days./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	-2.16%	-0.77%
6 Month	3.61%	3.49%
1 Year	14.63%	9.56%
3 Year	10.31%	5.35%
5 Year	10.77%	8.23%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.58%	8.31%
3 Year	13.11%	8.82%
5 Year	12.39%	8.73%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.66%	8.27%
3 Year	8.72%	7.62%
5 Year	8.63%	7.18%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	4.8%
Sharp	1.46%	-0.16%
Beta	0.7%	0.87%
Alpha	3.58%	-2.22%

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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
Fund Manage	33	9
	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	29.09	-20.86
Large Cap	21.05	48.12
Mid Cap	5.33	15.43
Small Cap	7.64	4.73

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	27.44	-21.6
Telecom - Services	0.85	0.89
Petroleum Products	1.39	4.84
IT - Software	3.49	2.86
Pharmaceuticals & Biotechnology	0.51	1.91
Cement & Cement Products	-0.01	2.84
Personal Products	1.16	0.17
Construction	1	1.22
Ferrous Metals	0	0.27
Finance	1.51	7.61
Banks	3.39	15.23
Retailing	2.59	0.87
Diversified FMCG	2.24	2.08
Non - Ferrous Metals	-0.01	0.2
Leisure Services	1.3	0.03
Aerospace & Defense	0	1.16
Realty	0	3.15
Other Electrical Equipment	0.05	-
Insurance	1.27	0.82
Automobiles	3.72	1.74
Gas	2.17	3.21
Consumer Durables	1.93	2.79
Diversified Metals	0	0.06
Oil	-0.01	0.14
Power	2.02	1.7
Entertainment	0.45	-
Electrical Equipment	0	0.54
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.26	0.07
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	0.07
Transport Services	0.74	0.57
Transport Infrastructure	-0.02	9.51
Capital Markets	1.05	0.45
Auto Components	0.82	0.08
Textiles & Apparels	0.25	-
Beverages	0.99	0.12
Industrial Manufacturing	0.58	-
Agricultural Commercial & Construction Vehicles	-	0.63
Chemicals & Petrochemicals	-	0.53
Agricultural Food & other Products	-	0.37
Food Products	-	0.16
Consumable Fuels	-	0.13