DSP Equity Savings Fund vs Kotak Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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

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Chart Comparison

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

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 Moderately High
Asset Size (Cr) ₹6052 Cr ₹1327 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 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 1.81 1.27
Manager Abhishek Bisen Kedar Karnik
ISIN Code INF174K01C78 INF740KA1439
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Month 1.43% 0.89%
6 Month 9.71% 9.29%
1 Year 21.04% 16.6%
3 Year 13% 9.23%
5 Year 12.28% 10.85%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 9.08% 6.72%
3 Year 22.75% 16.47%
5 Year 37.57% 29.94%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 11.35% 10.16%
3 Year 28.85% 24.17%
5 Year 38.62% 31.87%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.82% 4.23%
Sharp 1.46% 0.58%
Beta 0.7% 0.81%
Alpha 3.58% -0.03%

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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
Fund Manage 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 32.25 29.04
Large Cap 26.45 48.46
Mid Cap 3.01 13.9
Small Cap 6.32 6.17

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others 30.39 40.12
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 1.65
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 2.27
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 -
Chemicals - 1.69
Automobile - 3.63
Metals & Mining - -0.04
Healthcare - 4.62
Consumer Staples - 2.04
Materials - 0.5
Financial - 21.73
Energy - 1.49
Consumer Discretionary - -0.01
Services - 0.32
Capital Goods - -5.5511151231258E-17
Communication - 0.73
Technology - 2.42
Sovereign - 14.41

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