Mahindra Manulife Equity Savings Fund vs Kotak Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Fund	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹6052 Cr	₹502 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	05 Feb 2017
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	492.24%	353%
Expense Ratio	1.81	2.39
Manager	Abhishek Bisen	Kush Sonigara
ISIN Code	INF174K01C78	INF174V01150
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 15 days./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month	1.43%	0.56%
6 Month	9.71%	7.57%
1 Year	21.04%	17.21%
3 Year	13%	9.81%
5 Year	12.28%	12.37%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	9.08%	6.81%
3 Year	22.75%	17.58%
5 Year	37.57%	34.12%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Year	11.35%	12.02%
3 Year	28.85%	27.51%
5 Year	38.62%	36.53%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.82%	5.82%
Sharp	1.46%	0.62%
Beta	0.7%	1.08%
Alpha	3.58%	0.2%

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Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Name	Abhishek Bisen	Kush Sonigara
Total AUM	₹0 Cr	₹889 Cr
Fund Manage	33	3
	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Others	32.25	33.08
Large Cap	26.45	55.65
Small Cap	6.32	6.81
Mid Cap	3.01	4.46

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Others	30.39	29.68
Banks	9.25	12.62
Transport Infrastructure	-0.02	-
Telecom - Services	0.92	0.52
Automobiles	4.32	1.59
Petroleum Products	1.48	4.05
Diversified FMCG	2.31	4.5
Power	2.1	2.07
Finance	1.79	4.8
Cement & Cement Products	-0.01	9.67
Insurance	1.68	0.7
Diversified Metals	-0.01	-
Consumer Durables	1.43	1.31
Oil	-0.01	-
Retailing	1.16	0.72
Capital Markets	1.13	0.48
Construction	1.13	1.28
Beverages	1.32	-
IT - Software	1.69	5.45
Metals & Minerals Trading	-0.01	-
Auto Components	0.94	1.76
Personal Products	0.79	0.66
Industrial Manufacturing	0.74	0.49
Gas	1.05	1.08
Ferrous Metals	0.44	2.45
Pharmaceuticals & Biotechnology	0.53	3.45
Entertainment	0.57	-
Leisure Services	0.7	-
Realty	0	2.53
Minerals & Mining	0	-
Non - Ferrous Metals	-0.01	1.53
Healthcare Services	0.24	-
Fertilizers & Agrochemicals	0	0.66
Aerospace & Defense	0	-
Transport Services	0	-
Consumable Fuels	-	1.1
Agricultural Food & other Products	-	1.47
Textiles & Apparels	-	0.69
Industrial Products	-	1.03
Agricultural, Commercial & Construction Vehicles	-	0.54
IT - Services	-	0.39
Chemicals & Petrochemicals	-	0.38
Household Products	-	0.35