Nippon India Equity Savings Fund vs Kotak Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Overview

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Fund	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹6052 Cr	₹481 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	30 May 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	492.24%	544%
Expense Ratio	1.81	1.65
Manager	Abhishek Bisen	Anand Devendra Gupta
ISIN Code	INF174K01C78	INF204KA1W02
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 1 month./365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month	1.43%	1.51%
6 Month	9.71%	6.9%
1 Year	21.04%	12.44%
3 Year	13%	8.14%
5 Year	12.28%	4.98%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month	-	-
1 Year	9.08%	5.83%
3 Year	22.75%	15.62%
5 Year	37.57%	24.41%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year	11.35%	7.02%
3 Year	28.85%	19.53%
5 Year	38.62%	25.76%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation	3.82%	4.11%
Sharp	1.46%	0.32%
Beta	0.7%	0.71%
Alpha	3.58%	-0.25%

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Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name	Abhishek Bisen	Anand Devendra Gupta
Total AUM	₹0 Cr	₹12754 Cr
Fund Manage	33	3
	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	32.25	31.52
Large Cap	26.45	61.97
Mid Cap	3.01	4.66
Small Cap	6.32	1.82

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Others	30.39	53.87
Telecom - Services	0.92	-
Petroleum Products	1.48	-
IT - Software	1.69	-
Pharmaceuticals & Biotechnology	0.53	-
Cement & Cement Products	-0.01	-
Personal Products	0.79	-
Construction	1.13	1.21
Ferrous Metals	0.44	-
Finance	1.79	-
Banks	9.25	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	-0.01	-
Leisure Services	0.7	-
Aerospace & Defense	0	-
Realty	0	-
Insurance	1.68	0.18
Automobiles	4.32	-
Gas	1.05	-
Consumer Durables	1.43	-
Diversified Metals	-0.01	-
Oil	-0.01	-
Power	2.1	-
Entertainment	0.57	-
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.24	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0	-
Beverages	1.32	-
Transport Infrastructure	-0.02	-
Retailing	1.16	-
Capital Markets	1.13	-
Auto Components	0.94	-
Industrial Manufacturing	0.74	-
Technology	-	1.75
Capital Goods	-	1.38
Metals & Mining	-	1.84
Consumer Staples	-	1.2
Chemicals	-	0
Communication	-	1.51
Automobile	-	1.2
Healthcare	-	0.68
Financial	-	16.99
Materials	-	1.52
Energy	-	2.16
Sovereign	-	13.52
Services	-	0.96