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)	₹7804 Cr	₹5463 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹300
Min Addl Investment	₹100	₹100
Launch Date	13 Oct 2014	17 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	1.77	1.89
Manager	Abhishek Bisen	Anil Bamboli
ISIN Code	INF174K01C78	INF179K01AM7
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	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Month	1.9%	0.47%
6 Month	3.15%	2.55%
1 Year	12.73%	10.88%
3 Year	11.52%	10.11%
5 Year	11.12%	11.05%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	-	-
1 Year	9.66%	6.82%
3 Year	13.17%	11.37%
5 Year	12.48%	11.89%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	8.66%	8.56%
3 Year	8.72%	9.9%
5 Year	8.63%	9.43%

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	31.03	65.48
Large Cap	24.13	57.55
Mid Cap	6.24	5.1
Small Cap	8.75	5.25

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	HDFC Equity Savings Fund - GROWTH PLAN
Others	31.03	65.48
Telecom - Services	0.79	1.67
Petroleum Products	1.32	2.86
IT - Software	4.02	3.63
Pharmaceuticals & Biotechnology	0	4.99
Cement & Cement Products	-0.01	0.32
Personal Products	0.9	-
Construction	0.95	1.99
Ferrous Metals	0	2.22
Finance	1.88	1.26
Banks	5.45	19.19
Retailing	2.51	-
Diversified FMCG	2.33	2.02
Non - Ferrous Metals	-0.01	0.53
Leisure Services	1.32	-
Aerospace & Defense	-0.01	0.39
Chemicals & Petrochemicals	0.74	0.18
Realty	-0.01	1.57
Insurance	1	1.72
Automobiles	6.26	7.11
Gas	1.71	-
Consumer Durables	1.5	3.02
Diversified Metals	-0.0099999999999998	-
Oil	-0.01	0.32
Power	2.03	3.39
Electrical Equipment	0.14	-
Metals & Minerals Trading	-0.01	-
Entertainment	0.47	0.2
Healthcare Services	0.21	0.52
Capital Markets	1.2	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	0.57
Transport Services	0.45	-
Transport Infrastructure	-0.02	2.52
Auto Components	0.46	0.74
Beverages	1.11	3.21
Industrial Manufacturing	0.46	-
Agricultural Food & other Products	-	0.02
Agricultural, Commercial & Construction Vehicles	-	1.08
Consumable Fuels	-	0.41
Paper, Forest & Jute Products	-	0.25