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 Risk | Low to Moderate Risk |
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 | -1.37% | -0.16% |
6 Month | -2.63% | 0.88% |
1 Year | 5.95% | 8.21% |
3 Year | 10.23% | 8.67% |
5 Year | 10.19% | 8.88% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -0.11% | 4.82% |
3 Year | 9.76% | 9.66% |
5 Year | 10.43% | 9.42% |
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 | 4.535% | 3.977% |
Sharp | 0.86% | 0.591% |
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 |
Fund Manage | 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 | 31.03 | 30.31 |
Large Cap | 24.13 | 14.56 |
Mid Cap | 6.24 | 4.11 |
Small Cap | 8.75 | 1.34 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 31.03 | 30.31 |
Telecom - Services | 0.79 | 0.85 |
Petroleum Products | 1.32 | 1.75 |
IT - Software | 4.02 | 2.76 |
Pharmaceuticals & Biotechnology | 0 | 1.32 |
Cement & Cement Products | -0.01 | 0.49 |
Personal Products | 0.9 | - |
Construction | 0.95 | 0.85 |
Ferrous Metals | 0 | 0.2 |
Finance | 1.88 | 0.92 |
Banks | 5.45 | 5.18 |
Retailing | 2.51 | - |
Diversified FMCG | 2.33 | 0.67 |
Non - Ferrous Metals | -0.01 | - |
Leisure Services | 1.32 | - |
Aerospace & Defense | -0.01 | - |
Chemicals & Petrochemicals | 0.74 | - |
Realty | -0.01 | - |
Insurance | 1 | -0.01 |
Automobiles | 6.26 | 0.3 |
Gas | 1.71 | - |
Consumer Durables | 1.5 | 0.7 |
Diversified Metals | -0.0099999999999998 | - |
Oil | -0.01 | - |
Power | 2.03 | 1.04 |
Electrical Equipment | 0.14 | 0.36 |
Metals & Minerals Trading | -0.01 | - |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | - |
Capital Markets | 1.2 | - |
Minerals & Mining | 0 | - |
Fertilizers & Agrochemicals | 0 | - |
Transport Services | 0.45 | 0.41 |
Transport Infrastructure | -0.02 | -0.03 |
Auto Components | 0.46 | 0.56 |
Beverages | 1.11 | - |
Industrial Manufacturing | 0.46 | 0.46 |
Agricultural, Commercial & Construction Vehicles | - | 0.45 |
Industrial Products | - | 0.44 |
Financial Technology (Fintech) | - | 0.34 |
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