Sundaram Equity Savings Fund (G) vs Kotak Equity Savings Fund compare

Overview

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)	₹849 Cr	₹7089 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	2.16	1.79
Manager	Dwijendra Srivastava	Abhishek Bisen
ISIN Code	INF173K01213	INF174K01C78
Exits Load	Nil/365	Exit load 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	-1.6%	-1.53%
6 Month	7.23%	6.06%
1 Year	16.74%	16.94%
3 Year	9.56%	10.65%
5 Year	12.82%	11.11%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
6 Month	-	-
1 Year	12.42%	10.58%
3 Year	13.21%	13.11%
5 Year	13.36%	12.39%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
1 Year	7.83%	8.66%
3 Year	7.82%	8.72%
5 Year	7.8%	8.63%

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
Standard Deviation	5.34%	3.82%
Sharp	0.85%	1.46%
Beta	0.97%	0.7%
Alpha	1.54%	3.58%

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	17.37	29.09
Large Cap	59.98	21.05
Small Cap	10.67	7.64
Mid Cap	8.59	5.33

Scheme Name	Sundaram Equity Savings Fund (G)	Kotak Equity Savings Fund - Regular - Growth
Others	15.63	27.44
Automobiles	9.32	3.72
Petroleum Products	7.19	1.39
It - Software	7.33	-
Construction	1.73	1
Cement & Cement Products	2.07	-0.01
Ferrous Metals	0.21	0
Consumer Durables	2.12	1.93
Banks	19.64	3.39
Diversified Fmcg	2.09	-
Non - Ferrous Metals	1.05	-0.01
Pharmaceuticals & Biotechnology	5.43	0.51
Electrical Equipment	3.01	0
Finance	4.45	1.51
It - Services	0.26	-
Diversified Metals	0.33	0
Chemicals & Petrochemicals	0.37	-
Realty	0.36	0
Industrial Products	0.87	-
Household Products	0.26	-
Telecom - Services	5.47	0.85
Metals & Minerals Trading	0.45	-0.01
Auto Components	0.59	0.82
Transport Services	1.4	0.74
Retailing	0.79	2.59
Beverages	1.07	0.99
Capital Markets	1.66	1.05
Power	0.42	2.02
Transport Infrastructure	0.41	-0.02
Insurance	0.63	1.27
IT - Software	-	3.49
Personal Products	-	1.16
Diversified FMCG	-	2.24
Leisure Services	-	1.3
Aerospace & Defense	-	0
Other Electrical Equipment	-	0.05
Gas	-	2.17
Oil	-	-0.01
Entertainment	-	0.45
Healthcare Services	-	0.26
Minerals & Mining	-	0
Fertilizers & Agrochemicals	-	0
Textiles & Apparels	-	0.25
Industrial Manufacturing	-	0.58