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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 | 3.86% | 2.65% |
| 6 Month | -0.24% | 1.72% |
| 1 Year | 7.53% | 10.11% |
| 3 Year | 10.58% | 9.81% |
| 5 Year | 12.57% | 11.35% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.16% | 0.86% |
| 1 Year | 0.53% | 4.4% |
| 3 Year | 9.84% | 10.41% |
| 5 Year | 10.29% | 9.82% |
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 |
| Funds Managed | 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 | 33.25 | 34.35 |
| Large Cap | 49.67 | 46.78 |
| Small Cap | 7.96 | 6.5 |
| Mid Cap | 9.11 | 12.37 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.97 | 31.74 |
| Communication Services | 9.32 | 2.02 |
| Energy | 4.49 | 10.61 |
| Technology | 3.54 | 3.67 |
| Consumer Cyclical | 11.11 | 9.31 |
| Healthcare | 1.04 | 3.58 |
| Consumer Defensive | 5.04 | 1.94 |
| Industrials | 5.06 | 8.32 |
| Financial Services | 14.57 | 17.32 |
| Basic Materials | 6.18 | 8.54 |
| Utilities | 6.36 | 2.52 |
| Real Estate | 0.31 | 0.45 |
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