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Edelweiss Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹8177 Cr | ₹572 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Oct 2014 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 87% |
| Expense Ratio | 1.76 | 1.6 |
| Manager | Abhishek Bisen | Dhawal Dalal |
| ISIN Code | INF174K01C78 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.01% | -0.69% |
| 6 Month | -3.92% | -0.57% |
| 1 Year | 4.73% | 7.86% |
| 3 Year | 10.11% | 9.62% |
| 5 Year | 11.2% | 10.62% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.99% | -1.03% |
| 1 Year | -3.15% | 2.56% |
| 3 Year | 8.94% | 9.85% |
| 5 Year | 9.9% | 9.59% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.74% | 8.68% |
| 3 Year | 8.81% | 8.78% |
| 5 Year | 8.68% | 8.77% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.035% | 4.089% |
| Sharp | 0.584% | 0.716% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Dhawal Dalal |
| Total AUM | ₹0 Cr | ₹25974 Cr |
| Fund Manage | 33 | 12 |
| Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.25117 | 34.349 |
| Large Cap | 49.67441 | 46.78062 |
| Small Cap | 7.96069 | 6.50039 |
| Mid Cap | 9.11376 | 12.36999 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.97125 | 31.73503 |
| Communication Services | 9.32152 | 2.01611 |
| Energy | 4.4888 | 10.61142 |
| Technology | 3.53791 | 3.66695 |
| Consumer Cyclical | 11.11214 | 9.3065 |
| Healthcare | 1.04406 | 3.57695 |
| Consumer Defensive | 5.04428 | 1.93881 |
| Industrials | 5.06006 | 8.31883 |
| Financial Services | 14.57147 | 17.31958 |
| Basic Materials | 6.1844 | 8.53919 |
| Utilities | 6.35744 | 2.52235 |
| Real Estate | 0.3067 | 0.44828 |
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