Axis Equity Saver Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹8177 Cr | ₹968 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 13 Oct 2014 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 34.8% |
Expense Ratio | 1.76 | 2.26 |
Manager | Abhishek Bisen | Hardik Shah |
ISIN Code | INF174K01C78 | INF846K01VO3 |
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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.37% | -1.03% |
6 Month | -2.63% | -1.82% |
1 Year | 5.95% | 5.89% |
3 Year | 10.23% | 8.11% |
5 Year | 10.19% | 8.88% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.53% | 1.22% |
3 Year | 10.01% | 9.24% |
5 Year | 10.66% | 9.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 8.85% |
3 Year | 8.81% | 8.69% |
5 Year | 8.68% | 8.9% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.535% | 5.701% |
Sharp | 0.86% | 0.366% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Hardik Shah |
Total AUM | ₹0 Cr | ₹0 Cr |
Fund Manage | 33 | 12 |
Kotak Equity Savings Fund - Regular - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 1.73 |
Large Cap | 24.13 | 55.47 |
Mid Cap | 6.24 | 5.48 |
Small Cap | 8.75 | 6.58 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 1.73 |
Telecom - Services | 0.79 | 2.41 |
Petroleum Products | 1.32 | 8.16 |
IT - Software | 4.02 | 6.28 |
Pharmaceuticals & Biotechnology | 0 | 4.21 |
Cement & Cement Products | -0.01 | 1.52 |
Personal Products | 0.9 | 0.38 |
Construction | 0.95 | 3.6 |
Ferrous Metals | 0 | 2.53 |
Finance | 1.88 | 2.56 |
Banks | 5.45 | 15.89 |
Retailing | 2.51 | 0.9 |
Diversified FMCG | 2.33 | 2.63 |
Non - Ferrous Metals | -0.01 | 1.16 |
Leisure Services | 1.32 | 0.03 |
Aerospace & Defense | -0.01 | 0.13 |
Chemicals & Petrochemicals | 0.74 | 0.17 |
Realty | -0.01 | 0.82 |
Insurance | 1 | 1.57 |
Automobiles | 6.26 | 2.23 |
Gas | 1.71 | - |
Consumer Durables | 1.5 | 1.23 |
Diversified Metals | -0.0099999999999998 | 0.63 |
Oil | -0.01 | 0.26 |
Power | 2.03 | 1.82 |
Electrical Equipment | 0.14 | 0.35 |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | 0.94 |
Capital Markets | 1.2 | 0.01 |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | 0.19 |
Transport Services | 0.45 | - |
Transport Infrastructure | -0.02 | - |
Auto Components | 0.46 | 2.05 |
Beverages | 1.11 | 0.86 |
Industrial Manufacturing | 0.46 | 0.29 |
Commercial Services & Supplies | - | 0.87 |
Food Products | - | 0.47 |
Industrial Products | - | 0.16 |
Consumable Fuels | - | 0.22 |
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