Tata Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹6052 Cr | ₹156 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Oct 2014 | 26 Apr 1997 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 59.93% |
| Expense Ratio | 1.81 | 1.11 |
| Manager | Abhishek Bisen | Sailesh Jain |
| ISIN Code | INF174K01C78 | INF277K01907 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.43% | 0.62% |
| 6 Month | 9.71% | 7.13% |
| 1 Year | 21.04% | 16.57% |
| 3 Year | 13% | 9.24% |
| 5 Year | 12.28% | 9.71% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.08% | 7.44% |
| 3 Year | 22.75% | 17.25% |
| 5 Year | 37.57% | 29% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.35% | 9.56% |
| 3 Year | 28.85% | 23.27% |
| 5 Year | 38.62% | 31.36% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 3.82% | 3.99% |
| Sharp | 1.46% | 0.72% |
| Beta | 0.7% | 0.82% |
| Alpha | 3.58% | 0.33% |
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| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sailesh Jain |
| Total AUM | ₹0 Cr | ₹17041 Cr |
| Fund Manage | 33 | 7 |
| Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 32.25 | 31.53 |
| Large Cap | 26.45 | 54.06 |
| Mid Cap | 3.01 | 11.87 |
| Small Cap | 6.32 | 2.49 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 30.39 | 47.79 |
| Telecom - Services | 0.92 | - |
| Petroleum Products | 1.48 | - |
| IT - Software | 1.69 | - |
| Pharmaceuticals & Biotechnology | 0.53 | - |
| Cement & Cement Products | -0.01 | - |
| Personal Products | 0.79 | - |
| Construction | 1.13 | 2.01 |
| Ferrous Metals | 0.44 | - |
| Finance | 1.79 | - |
| Banks | 9.25 | - |
| Diversified FMCG | 2.31 | - |
| Non - Ferrous Metals | -0.01 | - |
| Leisure Services | 0.7 | - |
| Aerospace & Defense | 0 | - |
| Realty | 0 | - |
| Insurance | 1.68 | 1.17 |
| Automobiles | 4.32 | - |
| Gas | 1.05 | - |
| Consumer Durables | 1.43 | - |
| Diversified Metals | -0.01 | - |
| Oil | -0.01 | - |
| Power | 2.1 | - |
| Entertainment | 0.57 | - |
| Metals & Minerals Trading | -0.01 | - |
| Healthcare Services | 0.24 | - |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Services | 0 | - |
| Beverages | 1.32 | - |
| Transport Infrastructure | -0.02 | - |
| Retailing | 1.16 | - |
| Capital Markets | 1.13 | - |
| Auto Components | 0.94 | - |
| Industrial Manufacturing | 0.74 | - |
| Financial | - | 8.65 |
| Consumer Staples | - | 2.22 |
| Technology | - | 3.25 |
| Materials | - | 0.58 |
| Communication | - | 1.82 |
| Services | - | 1.78 |
| Healthcare | - | 2.05 |
| Sovereign | - | 6.7 |
| Energy | - | 5.12 |
| Capital Goods | - | 6.77 |
| Automobile | - | 1.64 |
| Unclassified | - | 8.4 |
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