DSP Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹8177 Cr | ₹2417 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 13 Oct 2014 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 444% |
Expense Ratio | 1.76 | 1.32 |
Manager | Abhishek Bisen | Kedar Karnik |
ISIN Code | INF174K01C78 | INF740KA1439 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.26% | 0.5% |
6 Month | 1.42% | 3.2% |
1 Year | 7.36% | 11.15% |
3 Year | 11.59% | 10.66% |
5 Year | 12.62% | 12.88% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.74% | 2.32% |
1 Year | 2.25% | 6.28% |
3 Year | 10.01% | 10.78% |
5 Year | 10.39% | 10.21% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.61% | 8.82% |
3 Year | 8.88% | 8.5% |
5 Year | 8.73% | 8.01% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.035% | 4.11% |
Sharp | 0.584% | 0.656% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Kedar Karnik |
Total AUM | ₹0 Cr | ₹32997 Cr |
Funds Managed | 33 | 11 |
Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.25 | 29.62 |
Large Cap | 49.67 | 57.12 |
Small Cap | 7.96 | 5.11 |
Mid Cap | 9.11 | 8.16 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.97 | 27.99 |
Communication Services | 9.32 | 5.01 |
Energy | 4.49 | 8.65 |
Technology | 3.54 | 2.74 |
Consumer Cyclical | 11.11 | 8.74 |
Healthcare | 1.04 | 3.9 |
Consumer Defensive | 5.04 | 2.23 |
Industrials | 5.06 | 4.1 |
Financial Services | 14.57 | 27.81 |
Basic Materials | 6.18 | 4.98 |
Utilities | 6.36 | 3.65 |
Real Estate | 0.31 | 0.2 |
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