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Sundaram Equity Savings Fund (G) vs Kotak Equity Savings Fund compare
Sundaram Equity Savings Fund (G)
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
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) | ₹1067 Cr | ₹8177 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 | 2.19 | 1.76 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Month | 3.13% | 3.86% |
| 6 Month | -0.06% | -0.24% |
| 1 Year | 9.51% | 7.53% |
| 3 Year | 10.38% | 10.58% |
| 5 Year | 14.69% | 12.57% |
SIP Return Analysis
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.7% | 1.45% |
| 1 Year | 4.9% | 3.21% |
| 3 Year | 11.54% | 10.87% |
| 5 Year | 11.73% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.94% | 8.74% |
| 3 Year | 7.85% | 8.81% |
| 5 Year | 7.83% | 8.68% |
Risk Management
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 5.676% | 5.035% |
| Sharp | 0.575% | 0.584% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Name | Dwijendra Srivastava | Abhishek Bisen |
| Total AUM | ₹14140 Cr | ₹0 Cr |
| Funds Managed | 14 | 33 |
| Sundaram Equity Savings Fund (G) | Kotak Equity Savings Fund - Regular - Growth |
Market Cap
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 27.55 | 33.25 |
| Large Cap | 58.49 | 49.67 |
| Mid Cap | 8.77 | 9.11 |
| Small Cap | 5.19 | 7.96 |
Sector Allocation
| Scheme Name |
Sundaram Equity Savings Fund (G) |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 27.69 | 32.97 |
| Energy | 8.35 | 4.49 |
| Technology | 8.85 | 3.54 |
| Basic Materials | 2.65 | 6.18 |
| Industrials | 6.64 | 5.06 |
| Financial Services | 21.31 | 14.57 |
| Consumer Defensive | 4.31 | 5.04 |
| Healthcare | 3.57 | 1.04 |
| Consumer Cyclical | 10.06 | 11.11 |
| Communication Services | 5.78 | 9.32 |
| Real Estate | 0.25 | 0.31 |
| Utilities | 0.54 | 6.36 |
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