Sundaram Equity Savings Fund (G) vs Kotak Equity Savings Fund compare
Sundaram Equity Savings Fund (G)
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Fund | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹678 Cr | ₹3658 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 05 Jan 2013 | 11 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 492.24% |
| Expense Ratio | 2.22 | 1.89 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01213 | INF174K01C78 |
| Exits Load | Nil/365 | For units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Month | 3.63% | 2.94% |
| 6 Month | 9.07% | 8.65% |
| 1 Year | 19.06% | 18.88% |
| 3 Year | 11.3% | 12.39% |
| 5 Year | 10.53% | 11.4% |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.29% | 9.08% |
| 3 Year | 21.01% | 22.75% |
| 5 Year | 39.7% | 37.57% |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 13.04% | 11.35% |
| 3 Year | 31.33% | 28.85% |
| 5 Year | 41.71% | 38.62% |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 5.34% | 3.82% |
| Sharp | 0.92% | 1.54% |
| Beta | 0.84% | 0.62% |
| Alpha | 1.97% | 3.76% |
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| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Fund Manage | 14 | 33 |
| Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 21.28 | 39.29 |
| Large Cap | 62.21 | 48.91 |
| Small Cap | 10.11 | 7.28 |
| Mid Cap | 6.4 | 8.48 |
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 48.12 | 46.05 |
| Financial | 17.72 | 22.79 |
| Energy | 1.16 | 5.29 |
| Communication | 2.67 | 1.34 |
| Technology | 2.16 | 0.77 |
| Automobile | 3.86 | 5.41 |
| Construction | 2.07 | 0.01 |
| Consumer Staples | 1.53 | 3.58 |
| Sovereign | 4.1 | 1.81 |
| Consumer Discretionary | 1.95 | 1.5 |
| Capital Goods | 3.31 | 0 |
| Services | 5.12 | 1.66 |
| Healthcare | 4.34 | 0.63 |
| Metals & Mining | -0.0099999999999998 | 0.97 |
| Materials | 1.59 | 0.66 |
| Insurance | 0 | 2.41 |
| Chemicals | 0.31 | - |
| Unclassified | - | 9.08 |
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