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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 Risk | Moderate Risk |
| 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 | -1.37% | 0.1% |
| 6 Month | -2.63% | 1.16% |
| 1 Year | 5.95% | 7.22% |
| 3 Year | 10.23% | 6.77% |
| 5 Year | 10.19% | 7.69% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.53% | 4.62% |
| 3 Year | 10.01% | 8.18% |
| 5 Year | 10.66% | 8.2% |
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 | 4.535% | 4.8% |
| Sharp | 0.86% | -0.08% |
| Beta | - | 0.87% |
| Alpha | - | -2.08% |
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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 |
| Fund Manage | 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 | 31.03 | -22.46 |
| Large Cap | 24.13 | 52.8 |
| Mid Cap | 6.24 | 11.54 |
| Small Cap | 8.75 | 7.36 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.03 | -22.46 |
| Telecom - Services | 0.79 | 2.65 |
| Petroleum Products | 1.32 | 5.47 |
| IT - Software | 4.02 | 2.3 |
| Pharmaceuticals & Biotechnology | 0 | 1.75 |
| Cement & Cement Products | -0.01 | 2.31 |
| Personal Products | 0.9 | 0.13 |
| Construction | 0.95 | 1.47 |
| Ferrous Metals | 0 | 0.24 |
| Finance | 1.88 | 5.39 |
| Banks | 5.45 | 16.31 |
| Retailing | 2.51 | 0.89 |
| Diversified FMCG | 2.33 | 4.43 |
| Non - Ferrous Metals | -0.01 | 0.19 |
| Leisure Services | 1.32 | 0.02 |
| Aerospace & Defense | -0.01 | 0.93 |
| Chemicals & Petrochemicals | 0.74 | 0.08 |
| Realty | -0.01 | 6.08 |
| Insurance | 1 | 0.75 |
| Automobiles | 6.26 | 4.58 |
| Gas | 1.71 | 2.46 |
| Consumer Durables | 1.5 | 1.61 |
| Diversified Metals | -0.0099999999999998 | 0.06 |
| Oil | -0.01 | 0.1 |
| Power | 2.03 | 2.33 |
| Electrical Equipment | 0.14 | 0.42 |
| Metals & Minerals Trading | -0.01 | - |
| Entertainment | 0.47 | - |
| Healthcare Services | 0.21 | 0.07 |
| Capital Markets | 1.2 | 0.43 |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | 0.06 |
| Transport Services | 0.45 | 0.47 |
| Transport Infrastructure | -0.02 | 7.14 |
| Auto Components | 0.46 | 0.07 |
| Beverages | 1.11 | 0.11 |
| Industrial Manufacturing | 0.46 | - |
| Agricultural Food & other Products | - | 0.09 |
| Agricultural, Commercial & Construction Vehicles | - | 0.06 |
| Food Products | - | 0.15 |
| Consumable Fuels | - | 0.1 |
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