Kotak Equity Savings Fund vs HDFC Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
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% |
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Get Free Experts GuidanceScheme 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 |
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