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
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) | ₹6052 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 | 1.81 | 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 | 11.35% | 9.56% |
3 Year | 28.85% | 23.27% |
5 Year | 38.62% | 31.36% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 32.25 | 31.53 |
Large Cap | 26.45 | 54.06 |
Small Cap | 6.32 | 2.49 |
Mid Cap | 3.01 | 11.87 |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 30.39 | 47.79 |
Banks | 9.25 | - |
Transport Infrastructure | -0.02 | - |
Telecom - Services | 0.92 | - |
Automobiles | 4.32 | - |
Petroleum Products | 1.48 | - |
Diversified FMCG | 2.31 | - |
Power | 2.1 | - |
Finance | 1.79 | - |
Cement & Cement Products | -0.01 | - |
Insurance | 1.68 | 1.17 |
Diversified Metals | -0.01 | - |
Consumer Durables | 1.43 | - |
Oil | -0.01 | - |
Retailing | 1.16 | - |
Capital Markets | 1.13 | - |
Construction | 1.13 | 2.01 |
Beverages | 1.32 | - |
IT - Software | 1.69 | - |
Metals & Minerals Trading | -0.01 | - |
Auto Components | 0.94 | - |
Personal Products | 0.79 | - |
Industrial Manufacturing | 0.74 | - |
Gas | 1.05 | - |
Ferrous Metals | 0.44 | - |
Pharmaceuticals & Biotechnology | 0.53 | - |
Entertainment | 0.57 | - |
Leisure Services | 0.7 | - |
Realty | 0 | - |
Minerals & Mining | 0 | - |
Non - Ferrous Metals | -0.01 | - |
Healthcare Services | 0.24 | - |
Fertilizers & Agrochemicals | 0 | - |
Aerospace & Defense | 0 | - |
Transport Services | 0 | - |
Materials | - | 0.58 |
Communication | - | 1.82 |
Unclassified | - | 8.4 |
Healthcare | - | 2.05 |
Services | - | 1.78 |
Consumer Staples | - | 2.22 |
Financial | - | 8.65 |
Sovereign | - | 6.7 |
Capital Goods | - | 6.77 |
Technology | - | 3.25 |
Energy | - | 5.12 |
Automobile | - | 1.64 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns27.11%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns22.61%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns5.47%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.08%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns5.97%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.02%
SBI International Access - US Equity FoF - Regular Plan - Growth
3Y Returns12.29%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns9.55%