Kotak Equity Savings Fund vs DSP Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Moderate Risk |
Asset Size (Cr) | ₹8177 Cr | ₹2417 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 13 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 | 1.76 | 1.32 |
Manager | Abhishek Bisen | Kedar Karnik |
ISIN Code | INF174K01C78 | INF740KA1439 |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.37% | -0.08% |
6 Month | -2.63% | 1.25% |
1 Year | 5.95% | 9.89% |
3 Year | 10.23% | 9.24% |
5 Year | 10.19% | 9.39% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.53% | 6.19% |
3 Year | 10.01% | 10.37% |
5 Year | 10.66% | 10.42% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 8.52% |
3 Year | 8.81% | 8.4% |
5 Year | 8.68% | 7.94% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.535% | 4.207% |
Sharp | 0.86% | 0.614% |
Beta | - | - |
Alpha | - | - |
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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 | 31.03 | -6.43 |
Large Cap | 24.13 | 50.67 |
Mid Cap | 6.24 | 9.65 |
Small Cap | 8.75 | 8.11 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | -6.43 |
Telecom - Services | 0.79 | 4.24 |
Petroleum Products | 1.32 | 3.22 |
IT - Software | 4.02 | 2.39 |
Pharmaceuticals & Biotechnology | 0 | 2.97 |
Cement & Cement Products | -0.01 | 0.66 |
Personal Products | 0.9 | 0.01 |
Construction | 0.95 | 2.44 |
Ferrous Metals | 0 | 0.84 |
Finance | 1.88 | 3.8 |
Banks | 5.45 | 18.24 |
Retailing | 2.51 | 0.21 |
Diversified FMCG | 2.33 | 1.92 |
Non - Ferrous Metals | -0.01 | 0.63 |
Leisure Services | 1.32 | 0.46 |
Aerospace & Defense | -0.01 | 1.15 |
Chemicals & Petrochemicals | 0.74 | 0.87 |
Realty | -0.01 | 2.01 |
Insurance | 1 | 2.13 |
Automobiles | 6.26 | 5.28 |
Gas | 1.71 | 0.08 |
Consumer Durables | 1.5 | 1.66 |
Diversified Metals | -0.0099999999999998 | 1.64 |
Oil | -0.01 | 0.45 |
Power | 2.03 | 1.94 |
Electrical Equipment | 0.14 | 0.23 |
Metals & Minerals Trading | -0.01 | 4.56 |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | 0.3 |
Capital Markets | 1.2 | 0.25 |
Minerals & Mining | 0 | 0.37 |
Fertilizers & Agrochemicals | 0 | 0.66 |
Transport Services | 0.45 | - |
Transport Infrastructure | -0.02 | 0.31 |
Auto Components | 0.46 | 1.1 |
Beverages | 1.11 | 0.21 |
Industrial Manufacturing | 0.46 | - |
Agricultural, Commercial & Construction Vehicles | - | 0.07 |
Food Products | - | 0.06 |
Diversified | - | 0.45 |
Industrial Products | - | 0.08 |
Commercial Services & Supplies | - | 0.54 |
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