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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 | 3.09% | 3.42% |
| 6 Month | -2.97% | -2.21% |
| 1 Year | 6.14% | 7.27% |
| 3 Year | 10.22% | 9.33% |
| 5 Year | 13.26% | 13.88% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.83% | -1.21% |
| 1 Year | 0.29% | 0.67% |
| 3 Year | 10.11% | 9.93% |
| 5 Year | 10.55% | 10.25% |
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% | 0.39% |
| Beta | - | 0.89% |
| Alpha | - | 0.52% |
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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 | 33.63 |
| Large Cap | 49.67 | 39.99 |
| Small Cap | 7.96 | 19.15 |
| Mid Cap | 9.11 | 7.23 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.97 | 32.78 |
| Communication Services | 9.32 | 1.86 |
| Energy | 4.49 | 4.51 |
| Technology | 3.54 | 0.85 |
| Consumer Cyclical | 11.11 | 14.43 |
| Healthcare | 1.04 | 3.71 |
| Consumer Defensive | 5.04 | 0.26 |
| Industrials | 5.06 | 8.21 |
| Financial Services | 14.57 | 23.99 |
| Basic Materials | 6.18 | 6.84 |
| Utilities | 6.36 | 1.65 |
| Real Estate | 0.31 | 0.91 |
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