Kotak Equity Savings Fund vs Tata Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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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	Moderate
Asset Size (Cr)	₹7089 Cr	₹156 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	26 Apr 1997
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	1.79	1.11
Manager	Abhishek Bisen	Sailesh Jain
ISIN Code	INF174K01C78	INF277K01907
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365	For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	1.43%	0.62%
6 Month	9.71%	7.13%
1 Year	21.04%	16.57%
3 Year	13%	9.24%
5 Year	12.28%	9.71%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	9.08%	7.44%
3 Year	22.75%	17.25%
5 Year	37.57%	29%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.65%	6.96%
3 Year	8.73%	7.03%
5 Year	8.63%	6.87%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	3.82%	3.99%
Sharp	1.46%	0.72%
Beta	0.7%	0.82%
Alpha	3.58%	0.33%

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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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	29.09	31.53
Large Cap	21.05	54.06
Mid Cap	5.33	11.87
Small Cap	7.64	2.49

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	27.44	47.79
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	2.01
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	1.17
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	-
Financial	-	8.65
Consumer Staples	-	2.22
Technology	-	3.25
Materials	-	0.58
Communication	-	1.82
Services	-	1.78
Healthcare	-	2.05
Sovereign	-	6.7
Energy	-	5.12
Capital Goods	-	6.77
Automobile	-	1.64
Unclassified	-	8.4