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Kotak Equity Savings Fund vs Edelweiss 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) ₹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 3.13% 2.4%
6 Month -3.23% 0.24%
1 Year 6.14% 9.54%
3 Year 10.37% 10.16%
5 Year 13.2% 11.92%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month -0.83% 1.04%
1 Year 0.29% 5.42%
3 Year 10.11% 10.92%
5 Year 10.55% 10.21%

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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