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) | ₹990 Cr | ₹7804 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2002 | 13 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 | 2.18 | 1.77 |
| Manager | Dwijendra Srivastava | Abhishek Bisen |
| ISIN Code | INF173K01213 | INF174K01C78 |
| Exits Load | Sundaram Equity Savings Fund - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Month | 2.33% | 3.07% |
| 6 Month | 4.87% | 4.33% |
| 1 Year | 13.87% | 14.03% |
| 3 Year | 10.7% | 11.83% |
| 5 Year | 13.11% | 11.44% |
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.36% | 12.4% |
| 3 Year | 13.87% | 14.08% |
| 5 Year | 13.64% | 12.96% |
| 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% |
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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 | 0.22 | 31.03 |
| Large Cap | 50.55 | 24.13 |
| Mid Cap | 8.69 | 6.24 |
| Small Cap | 9.22 | 8.75 |
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 0.22 | 31.03 |
| Petroleum Products | 6.47 | 1.32 |
| IT - Software | 6.97 | 4.02 |
| Cement & Cement Products | 2.07 | -0.01 |
| Construction | 1.83 | 0.95 |
| Ferrous Metals | 0.19 | 0 |
| Consumer Durables | 1.86 | 1.5 |
| Banks | 15.31 | 5.45 |
| Diversified FMCG | 1.74 | 2.33 |
| Non - Ferrous Metals | 0.96 | -0.01 |
| Pharmaceuticals & Biotechnology | 4.48 | 0 |
| Automobiles | 5.21 | 6.26 |
| Finance | 2.92 | 1.88 |
| Transport Services | 2.08 | 0.45 |
| Electrical Equipment | 3.09 | 0.14 |
| Realty | 0.29 | -0.01 |
| Industrial Products | 0.71 | - |
| Telecom - Services | 5.86 | 0.79 |
| Metals & Minerals Trading | 0.38 | -0.01 |
| Auto Components | 0.42 | 0.46 |
| Retailing | 1.36 | 2.51 |
| Beverages | 0.93 | 1.11 |
| Capital Markets | 2.07 | 1.2 |
| Power | 0.37 | 2.03 |
| Transport Infrastructure | 0.32 | -0.02 |
| Insurance | 0.57 | 1 |
| Personal Products | - | 0.9 |
| Leisure Services | - | 1.32 |
| Aerospace & Defense | - | -0.01 |
| Chemicals & Petrochemicals | - | 0.74 |
| Gas | - | 1.71 |
| Diversified Metals | - | -0.0099999999999998 |
| Oil | - | -0.01 |
| Entertainment | - | 0.47 |
| Healthcare Services | - | 0.21 |
| Minerals & Mining | - | 0 |
| Fertilizers & Agrochemicals | - | 0 |
| Industrial Manufacturing | - | 0.46 |
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