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Kotak Equity Savings Fund vs Tata Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹8177 Cr | ₹250 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 59.93% |
| Expense Ratio | 1.76 | 1.13 |
| Manager | Abhishek Bisen | Sailesh Jain |
| ISIN Code | INF174K01C78 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.24% | 1.52% |
| 6 Month | 0.68% | 2.61% |
| 1 Year | 8.01% | 9.77% |
| 3 Year | 10.82% | 9.27% |
| 5 Year | 13.08% | 11.49% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.45% | 1.94% |
| 1 Year | 3.21% | 6.28% |
| 3 Year | 10.87% | 10.49% |
| 5 Year | 10.92% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.74% | 7.05% |
| 3 Year | 8.81% | 7.05% |
| 5 Year | 8.68% | 6.89% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 5.035% | 4.048% |
| Sharp | 0.584% | 0.516% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sailesh Jain |
| Total AUM | ₹0 Cr | ₹17041 Cr |
| Funds Managed | 33 | 7 |
| Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.25 | 34.75 |
| Large Cap | 49.67 | 55.69 |
| Small Cap | 7.96 | 1.55 |
| Mid Cap | 9.11 | 8.02 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 32.97 | 34.29 |
| Communication Services | 9.32 | 5.41 |
| Energy | 4.49 | 6.21 |
| Technology | 3.54 | 3.32 |
| Consumer Cyclical | 11.11 | 0.83 |
| Healthcare | 1.04 | 4.33 |
| Consumer Defensive | 5.04 | 2.97 |
| Industrials | 5.06 | 12.58 |
| Financial Services | 14.57 | 19.96 |
| Basic Materials | 6.18 | 5.5 |
| Utilities | 6.36 | 4.59 |
| Real Estate | 0.31 | - |
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