Axis Equity Saver Fund vs Kotak Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Saver Fund - Regular Plan - Growth

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
Fund	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹6052 Cr	₹938 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Oct 2014	01 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	1.81	2.28
Manager	Abhishek Bisen	Hardik Shah
ISIN Code	INF174K01C78	INF846K01VO3
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
1 Month	1.43%	1.46%
6 Month	9.71%	8.45%
1 Year	21.04%	19.38%
3 Year	13%	9.09%
5 Year	12.28%	10.82%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
6 Month	-	-
1 Year	9.08%	7.28%
3 Year	22.75%	17.31%
5 Year	37.57%	30.32%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
1 Year	11.35%	10.3%
3 Year	28.85%	24.26%
5 Year	38.62%	32.86%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation	3.82%	5.7%
Sharp	1.46%	0.52%
Beta	0.7%	1.14%
Alpha	3.58%	-0.71%

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Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver 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 Saver Fund - Regular Plan - Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
Others	32.25	32.04
Large Cap	26.45	52.98
Mid Cap	3.01	5.52
Small Cap	6.32	4.15

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Axis Equity Saver Fund - Regular Plan - Growth
Others	30.39	33.79
Telecom - Services	0.92	-
Petroleum Products	1.48	-
IT - Software	1.69	-
Pharmaceuticals & Biotechnology	0.53	-
Cement & Cement Products	-0.01	-
Personal Products	0.79	-
Construction	1.13	2.35
Ferrous Metals	0.44	-
Finance	1.79	-
Banks	9.25	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	-0.01	-
Leisure Services	0.7	-
Aerospace & Defense	0	-
Realty	0	-
Insurance	1.68	0.83
Automobiles	4.32	-
Gas	1.05	-
Consumer Durables	1.43	-
Diversified Metals	-0.01	-
Oil	-0.01	-
Power	2.1	-
Entertainment	0.57	-
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.24	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0	-
Beverages	1.32	-
Transport Infrastructure	-0.02	-
Retailing	1.16	-
Capital Markets	1.13	-
Auto Components	0.94	-
Industrial Manufacturing	0.74	-
Financial	-	22.52
Technology	-	3.93
Services	-	0.11
Consumer Staples	-	1.47
Healthcare	-	1.64
Energy	-	5.57
Consumer Discretionary	-	0.18
Communication	-	5.02
Metals & Mining	-	-0.029999999999999
Automobile	-	2.93
Capital Goods	-	1.65
Chemicals	-	-0.0099999999999999
Materials	-	0.93
Sovereign	-	11.81