SBI Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invest NowSBI Equity Savings Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹7804 Cr | ₹5616 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 27 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% | 39% |
Expense Ratio | 1.77 | 1.19 |
Manager | Abhishek Bisen | Pradeep Kesavan |
ISIN Code | INF174K01C78 | INF200KA1DA4 |
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 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.9% | 1.49% |
6 Month | 3.15% | 4.6% |
1 Year | 12.73% | 12.14% |
3 Year | 11.52% | 10.55% |
5 Year | 11.12% | 11.25% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.66% | 11.04% |
3 Year | 13.17% | 13.16% |
5 Year | 12.48% | 12.47% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.66% | 9.19% |
3 Year | 8.72% | 8.81% |
5 Year | 8.63% | 8.62% |
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.82% | 4.73% |
Sharp | 1.46% | 0.7% |
Beta | 0.7% | 0.81% |
Alpha | 3.58% | 1.84% |
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Get Free Experts GuidanceScheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Abhishek Bisen | Pradeep Kesavan |
Total AUM | ₹0 Cr | ₹434274 Cr |
Fund Manage | 33 | 43 |
Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | -7.3 |
Large Cap | 24.13 | 37.02 |
Mid Cap | 6.24 | 13.35 |
Small Cap | 8.75 | 20.78 |
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | -7.3 |
Telecom - Services | 0.79 | 1.69 |
Petroleum Products | 1.32 | 2.35 |
IT - Software | 4.02 | 1.83 |
Pharmaceuticals & Biotechnology | 0 | 1.38 |
Cement & Cement Products | -0.01 | 0.91 |
Personal Products | 0.9 | 0.09 |
Construction | 0.95 | 1.81 |
Ferrous Metals | 0 | 0.64 |
Finance | 1.88 | 5.11 |
Banks | 5.45 | 19.06 |
Retailing | 2.51 | 0.99 |
Diversified FMCG | 2.33 | 0.04 |
Non - Ferrous Metals | -0.01 | 2.78 |
Leisure Services | 1.32 | 1.81 |
Aerospace & Defense | -0.01 | 0.65 |
Chemicals & Petrochemicals | 0.74 | 1.48 |
Realty | -0.01 | 1.94 |
Insurance | 1 | 0.1 |
Automobiles | 6.26 | 3.02 |
Gas | 1.71 | 1 |
Consumer Durables | 1.5 | 2.76 |
Diversified Metals | -0.0099999999999998 | 0.05 |
Oil | -0.01 | 0.11 |
Power | 2.03 | 0.91 |
Electrical Equipment | 0.14 | 0.45 |
Metals & Minerals Trading | -0.01 | 0.16 |
Entertainment | 0.47 | - |
Healthcare Services | 0.21 | 0.97 |
Capital Markets | 1.2 | 0.98 |
Minerals & Mining | 0 | 0.13 |
Fertilizers & Agrochemicals | 0 | 0.86 |
Transport Services | 0.45 | 1.24 |
Transport Infrastructure | -0.02 | 4.99 |
Auto Components | 0.46 | 2.79 |
Beverages | 1.11 | 0.14 |
Industrial Manufacturing | 0.46 | 0.6 |
Industrial Products | - | 1.72 |
Food Products | - | 0.09 |
Household Products | - | 0.91 |
Financial Technology (Fintech) | - | 0.61 |
Consumable Fuels | - | 0.17 |
Textiles & Apparels | - | 1.83 |
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