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) | ₹7804 Cr | ₹216 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 | 1.77 | 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 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.9% | 1.09% |
| 6 Month | 3.15% | 3.72% |
| 1 Year | 12.73% | 11.72% |
| 3 Year | 11.52% | 9.08% |
| 5 Year | 11.12% | 9.27% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.66% | 9.63% |
| 3 Year | 13.17% | 11.11% |
| 5 Year | 12.48% | 10.38% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.66% | 6.98% |
| 3 Year | 8.72% | 7.02% |
| 5 Year | 8.63% | 6.87% |
| 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 | 31.03 | 30.31 |
| Large Cap | 24.13 | 14.56 |
| Mid Cap | 6.24 | 4.11 |
| Small Cap | 8.75 | 1.34 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 31.03 | 30.31 |
| Telecom - Services | 0.79 | 0.85 |
| Petroleum Products | 1.32 | 1.75 |
| IT - Software | 4.02 | 2.76 |
| Pharmaceuticals & Biotechnology | 0 | 1.32 |
| Cement & Cement Products | -0.01 | 0.49 |
| Personal Products | 0.9 | - |
| Construction | 0.95 | 0.85 |
| Ferrous Metals | 0 | 0.2 |
| Finance | 1.88 | 0.92 |
| Banks | 5.45 | 5.18 |
| Retailing | 2.51 | - |
| Diversified FMCG | 2.33 | 0.67 |
| Non - Ferrous Metals | -0.01 | - |
| Leisure Services | 1.32 | - |
| Aerospace & Defense | -0.01 | - |
| Chemicals & Petrochemicals | 0.74 | - |
| Realty | -0.01 | - |
| Insurance | 1 | -0.01 |
| Automobiles | 6.26 | 0.3 |
| Gas | 1.71 | - |
| Consumer Durables | 1.5 | 0.7 |
| Diversified Metals | -0.0099999999999998 | - |
| Oil | -0.01 | - |
| Power | 2.03 | 1.04 |
| Electrical Equipment | 0.14 | 0.36 |
| Metals & Minerals Trading | -0.01 | - |
| Entertainment | 0.47 | - |
| Healthcare Services | 0.21 | - |
| Capital Markets | 1.2 | - |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Services | 0.45 | 0.41 |
| Transport Infrastructure | -0.02 | -0.03 |
| Auto Components | 0.46 | 0.56 |
| Beverages | 1.11 | - |
| Industrial Manufacturing | 0.46 | 0.46 |
| Agricultural, Commercial & Construction Vehicles | - | 0.45 |
| Industrial Products | - | 0.44 |
| Financial Technology (Fintech) | - | 0.34 |
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