Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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 HDFC Equity Savings Fund - GROWTH PLAN
Fund Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹7089 Cr ₹4611 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹300
Min Addl Investment ₹100 ₹100
Launch Date 11 Oct 2014 05 Sep 2004
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 27.79%
Expense Ratio 1.79 1.92
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174K01C78 INF179K01AM7
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 For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Month 1.43% 1.03%
6 Month 9.71% 7.62%
1 Year 21.04% 18.35%
3 Year 13% 11.1%
5 Year 12.28% 12.04%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
6 Month - -
1 Year 9.08% 7.72%
3 Year 22.75% 19.76%
5 Year 37.57% 36.61%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
1 Year 8.65% 8.6%
3 Year 8.73% 9.9%
5 Year 8.63% 9.43%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation 3.82% 4.68%
Sharp 1.46% 0.9%
Beta 0.7% 0.88%
Alpha 3.58% 1.46%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Fund Manage 33 12
Kotak Equity Savings Fund - Regular - Growth HDFC Equity Savings Fund - GROWTH PLAN

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HDFC Equity Savings Fund - GROWTH PLAN

Others 29.09 32.91
Large Cap 21.05 57.84
Mid Cap 5.33 5.2
Small Cap 7.64 4.05

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

HDFC Equity Savings Fund - GROWTH PLAN

Others 27.44 41.4
Telecom - Services 0.85 -
Petroleum Products 1.39 -
IT - Software 3.49 -
Pharmaceuticals & Biotechnology 0.51 -
Cement & Cement Products -0.01 -
Personal Products 1.16 -
Construction 1 3.45
Ferrous Metals 0 -
Finance 1.51 -
Banks 3.39 -
Retailing 2.59 -
Diversified FMCG 2.24 -
Non - Ferrous Metals -0.01 -
Leisure Services 1.3 -
Aerospace & Defense 0 -
Realty 0 -
Other Electrical Equipment 0.05 -
Insurance 1.27 0.24
Automobiles 3.72 -
Gas 2.17 -
Consumer Durables 1.93 -
Diversified Metals 0 -
Oil -0.01 -
Power 2.02 -
Entertainment 0.45 -
Electrical Equipment 0 -
Metals & Minerals Trading -0.01 -
Healthcare Services 0.26 -
Minerals & Mining 0 -
Fertilizers & Agrochemicals 0 -
Transport Services 0.74 -
Transport Infrastructure -0.02 -
Capital Markets 1.05 -
Auto Components 0.82 -
Textiles & Apparels 0.25 -
Beverages 0.99 -
Industrial Manufacturing 0.58 -
Consumer Staples - 1.38
Financial - 19.39
Metals & Mining - 1.1
Energy - 5.12
Materials - 0.93
Communication - 4.26
Healthcare - 3.01
Automobile - 2.2
Services - 1.7
Consumer Discretionary - 0.23
Sovereign - 10.69
Technology - 2.48
Capital Goods - 1.76
Chemicals - 0.66

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