Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare

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)	₹6052 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	1.81	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

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%

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%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	11.35%	11.81%
3 Year	28.85%	28.99%
5 Year	38.62%	38.18%

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%

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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	32.25	32.91
Large Cap	26.45	57.84
Small Cap	6.32	4.05
Mid Cap	3.01	5.2

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	30.39	41.4
Banks	9.25	-
Transport Infrastructure	-0.02	-
Telecom - Services	0.92	-
Automobiles	4.32	-
Petroleum Products	1.48	-
Diversified FMCG	2.31	-
Power	2.1	-
Finance	1.79	-
Cement & Cement Products	-0.01	-
Insurance	1.68	0.24
Diversified Metals	-0.01	-
Consumer Durables	1.43	-
Oil	-0.01	-
Retailing	1.16	-
Capital Markets	1.13	-
Construction	1.13	3.45
Beverages	1.32	-
IT - Software	1.69	-
Metals & Minerals Trading	-0.01	-
Auto Components	0.94	-
Personal Products	0.79	-
Industrial Manufacturing	0.74	-
Gas	1.05	-
Ferrous Metals	0.44	-
Pharmaceuticals & Biotechnology	0.53	-
Entertainment	0.57	-
Leisure Services	0.7	-
Realty	0	-
Minerals & Mining	0	-
Non - Ferrous Metals	-0.01	-
Healthcare Services	0.24	-
Fertilizers & Agrochemicals	0	-
Aerospace & Defense	0	-
Transport Services	0	-
Financial	-	19.39
Consumer Staples	-	1.38
Automobile	-	2.2
Consumer Discretionary	-	0.23
Sovereign	-	10.69
Services	-	1.7
Communication	-	4.26
Metals & Mining	-	1.1
Technology	-	2.48
Energy	-	5.12
Healthcare	-	3.01
Capital Goods	-	1.76
Materials	-	0.93
Chemicals	-	0.66