Kotak Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Moderate Risk |
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 | -1.37% | -0.57% |
6 Month | -2.63% | 0.79% |
1 Year | 5.95% | 8.49% |
3 Year | 10.23% | 9.38% |
5 Year | 10.19% | 10.06% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.11% | 5.64% |
3 Year | 9.76% | 10.57% |
5 Year | 10.43% | 10.1% |
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 | 4.535% | 4.089% |
Sharp | 0.86% | 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 |
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 | 31.03 | 35.98 |
Large Cap | 24.13 | 43.95 |
Mid Cap | 6.24 | 15.51 |
Small Cap | 8.75 | 4.55 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.03 | 56.09 |
Telecom - Services | 0.79 | - |
Petroleum Products | 1.32 | - |
IT - Software | 4.02 | - |
Pharmaceuticals & Biotechnology | 0 | - |
Cement & Cement Products | -0.01 | - |
Personal Products | 0.9 | - |
Construction | 0.95 | 1.57 |
Ferrous Metals | 0 | - |
Finance | 1.88 | - |
Banks | 5.45 | - |
Retailing | 2.51 | - |
Diversified FMCG | 2.33 | - |
Non - Ferrous Metals | -0.01 | - |
Leisure Services | 1.32 | - |
Aerospace & Defense | -0.01 | - |
Chemicals & Petrochemicals | 0.74 | - |
Realty | -0.01 | - |
Insurance | 1 | - |
Automobiles | 6.26 | - |
Gas | 1.71 | - |
Consumer Durables | 1.5 | - |
Diversified Metals | -0.0099999999999998 | - |
Oil | -0.01 | - |
Power | 2.03 | - |
Electrical Equipment | 0.14 | - |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | - |
Capital Markets | 1.2 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | - |
Transport Services | 0.45 | - |
Transport Infrastructure | -0.02 | - |
Auto Components | 0.46 | - |
Beverages | 1.11 | - |
Industrial Manufacturing | 0.46 | - |
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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