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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Low to Moderate
Asset Size (Cr) ₹8177 Cr ₹250 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 13 Oct 2014 18 Aug 2003
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 1.76 1.13
Manager Abhishek Bisen Sailesh Jain
ISIN Code INF174K01C78 INF277K01907
Exits Load Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 3.13% 2.06%
6 Month -3.23% 0.89%
1 Year 6.14% 8.86%
3 Year 10.37% 9.02%
5 Year 13.2% 11.53%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month -0.83% 1.04%
1 Year 0.29% 4.95%
3 Year 10.11% 10.16%
5 Year 10.55% 9.64%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 8.74% 7.05%
3 Year 8.81% 7.05%
5 Year 8.68% 6.89%

Risk Management

Scheme Name Kotak Equity Savings Fund - Regular - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 5.035% 4.048%
Sharp 0.584% 0.516%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 33 7
Kotak Equity Savings Fund - Regular - Growth Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 33.25 34.75
Large Cap 49.67 55.69
Small Cap 7.96 1.55
Mid Cap 9.11 8.02

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 32.97 34.29
Communication Services 9.32 5.41
Energy 4.49 6.21
Technology 3.54 3.32
Consumer Cyclical 11.11 0.83
Healthcare 1.04 4.33
Consumer Defensive 5.04 2.97
Industrials 5.06 12.58
Financial Services 14.57 19.96
Basic Materials 6.18 5.5
Utilities 6.36 4.59
Real Estate 0.31 -

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