Kotak Equity Savings Fund vs Nippon India Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Fund Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹7089 Cr ₹481 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 11 Oct 2014 30 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 492.24% 544%
Expense Ratio 1.79 1.65
Manager Abhishek Bisen Anand Devendra Gupta
ISIN Code INF174K01C78 INF204KA1W02
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 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month -2.16% -1.26%
6 Month 3.61% 2.95%
1 Year 14.63% 10.49%
3 Year 10.31% 7.3%
5 Year 10.77% 5.4%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month - -
1 Year 10.58% 8.38%
3 Year 13.11% 9.74%
5 Year 12.39% 9.16%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year 8.66% 6.7%
3 Year 8.72% 2.98%
5 Year 8.63% 1.86%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation 3.82% 4.11%
Sharp 1.46% 0.23%
Beta 0.7% 0.7%
Alpha 3.58% -0.23%

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Fund Managers

Scheme Name Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name Abhishek Bisen Anand Devendra Gupta
Total AUM ₹0 Cr ₹12754 Cr
Fund Manage 33 3
Kotak Equity Savings Fund - Regular - Growth Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 29.09 31.52
Large Cap 21.05 61.97
Mid Cap 5.33 4.66
Small Cap 7.64 1.82

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 27.44 53.87
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 1.21
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 0.18
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 -
Technology - 1.75
Capital Goods - 1.38
Metals & Mining - 1.84
Consumer Staples - 1.2
Chemicals - 0
Communication - 1.51
Automobile - 1.2
Healthcare - 0.68
Financial - 16.99
Materials - 1.52
Energy - 2.16
Sovereign - 13.52
Services - 0.96

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