SBI Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
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) | ₹8177 Cr | ₹5705 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 | 1.76 | 1.42 |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.86% | 4.11% |
6 Month | -0.24% | -0.63% |
1 Year | 7.53% | 8.22% |
3 Year | 10.58% | 9.68% |
5 Year | 12.57% | 13.36% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.45% | 1.44% |
1 Year | 3.21% | 4.01% |
3 Year | 10.87% | 10.8% |
5 Year | 10.92% | 10.64% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 9.28% |
3 Year | 8.81% | 9.03% |
5 Year | 8.68% | 8.69% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.035% | 4.73% |
Sharp | 0.584% | 0.33% |
Beta | - | 0.91% |
Alpha | - | 0.71% |
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Fund Managers
Scheme 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 |
Funds Managed | 33 | 43 |
Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.25 | 34.27 |
Large Cap | 49.67 | 42.02 |
Small Cap | 7.96 | 16.55 |
Mid Cap | 9.11 | 7.16 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.97 | 33.39 |
Communication Services | 9.32 | 1.48 |
Energy | 4.49 | 4.29 |
Technology | 3.54 | 1.6 |
Consumer Cyclical | 11.11 | 12.41 |
Healthcare | 1.04 | 3.39 |
Consumer Defensive | 5.04 | 0.13 |
Industrials | 5.06 | 6.66 |
Financial Services | 14.57 | 27.03 |
Basic Materials | 6.18 | 7.46 |
Utilities | 6.36 | 1.36 |
Real Estate | 0.31 | 0.8 |
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