Kotak Equity Savings Fund vs Edelweiss Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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

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%

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%

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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

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