Kotak Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon Baroda BNP Paribas 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 Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹6052 Cr ₹239 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 10 Jul 2019
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 486%
Expense Ratio 1.81 2.5
Manager Abhishek Bisen Miten Vora
ISIN Code INF174K01C78 INF955L01II9
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 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month 1.43% 1.55%
6 Month 9.71% 8.3%
1 Year 21.04% 17.59%
3 Year 13% 9.57%
5 Year 12.28% 9.63%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month - 4%
1 Year 9.08% 8.19%
3 Year 22.75% 19.28%
5 Year 37.57% 28.99%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 11.35% 8.81%
3 Year 28.85% 21.49%
5 Year 38.62% 28.72%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.82% 4.56%
Sharp 1.46% 0.59%
Beta 0.7% 0.89%
Alpha 3.58% -0.14%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name Abhishek Bisen Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Fund Manage 33 6
Kotak Equity Savings Fund - Regular - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 32.25 -34.16
Large Cap 26.45 57.16
Mid Cap 3.01 6.42
Small Cap 6.32 3.65

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 30.39 -36.36
Telecom - Services 0.92 1.6
Petroleum Products 1.48 5.33
IT - Software 1.69 5.32
Pharmaceuticals & Biotechnology 0.53 2.14
Cement & Cement Products -0.01 2.53
Personal Products 0.79 0.55
Construction 1.13 2.01
Ferrous Metals 0.44 2.25
Finance 1.79 3.39
Banks 9.25 13.88
Diversified FMCG 2.31 2.56
Non - Ferrous Metals -0.01 2.46
Leisure Services 0.7 0.49
Aerospace & Defense 0 0.51
Realty 0 2.96
Insurance 1.68 0.33
Automobiles 4.32 4.9
Gas 1.05 -
Consumer Durables 1.43 0.99
Diversified Metals -0.01 -
Oil -0.01 -
Power 2.1 5.01
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 1.89
Retailing 1.16 2.03
Capital Markets 1.13 0.45
Auto Components 0.94 -
Industrial Manufacturing 0.74 1.09
Electrical Equipment - 1.84
Agricultural, Commercial & Construction Vehicles - 0.51
Food Products - 1.12
Financial Technology (Fintech) - 0.87
Chemicals & Petrochemicals - 0.42

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