Edelweiss 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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 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) ₹6052 Cr ₹439 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Oct 2014 05 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 1.81 1.56
Manager Abhishek Bisen Dhawal Dalal
ISIN Code INF174K01C78 INF843K01KG9
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 of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 1.43% 1.46%
6 Month 9.71% 8.36%
1 Year 21.04% 17.47%
3 Year 13% 9.74%
5 Year 12.28% 11.2%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.08% 7.57%
3 Year 22.75% 18.17%
5 Year 37.57% 31.29%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 11.35% 10.33%
3 Year 28.85% 24.66%
5 Year 38.62% 33.06%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 3.82% 3.86%
Sharp 1.46% 0.76%
Beta 0.7% 0.73%
Alpha 3.58% 0.63%

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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 32.25 35.98
Large Cap 26.45 43.95
Mid Cap 3.01 15.51
Small Cap 6.32 4.55

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 30.39 56.09
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 1.57
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 -
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 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

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