Axis Equity Saver Fund vs Kotak Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Savings Fund - Regular - Growth

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High
Asset Size (Cr) ₹7089 Cr ₹938 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Oct 2014 08 Jan 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 1.79 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings 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%

SIP Return Analysis

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

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.65% 8.74%
3 Year 8.73% 8.74%
5 Year 8.63% 8.81%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Axis Equity Savings 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 29.09 32.04
Large Cap 21.05 52.98
Mid Cap 5.33 5.52
Small Cap 7.64 4.15

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 27.44 33.79
Telecom - Services 0.85 -
Petroleum Products 1.39 -
IT - Software 3.49 -
Pharmaceuticals & Biotechnology 0.51 -
Cement & Cement Products -0.01 -
Personal Products 1.16 -
Construction 1 2.35
Ferrous Metals 0 -
Finance 1.51 -
Banks 3.39 -
Retailing 2.59 -
Diversified FMCG 2.24 -
Non - Ferrous Metals -0.01 -
Leisure Services 1.3 -
Aerospace & Defense 0 -
Realty 0 -
Other Electrical Equipment 0.05 -
Insurance 1.27 0.83
Automobiles 3.72 -
Gas 2.17 -
Consumer Durables 1.93 -
Diversified Metals 0 -
Oil -0.01 -
Power 2.02 -
Entertainment 0.45 -
Electrical Equipment 0 -
Metals & Minerals Trading -0.01 -
Healthcare Services 0.26 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 -
Transport Services 0.74 -
Transport Infrastructure -0.02 -
Capital Markets 1.05 -
Auto Components 0.82 -
Textiles & Apparels 0.25 -
Beverages 0.99 -
Industrial Manufacturing 0.58 -
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

Top Comparisons

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns13.1%

VS

Franklin India Equity Advantage Fund - Growth Plan Franklin India Equity Advantage Fund - Growth Plan

3Y Returns13.1%

Compare Now

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns26.79%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns0%

Compare Now

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

3Y Returns0%

VS

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns4.62%

VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

3Y Returns8.66%

Compare Now
Request call back
Add to Cart Successfully