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) | ₹7089 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 | 1.79 | 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 | -1.53% | 0.06% |
| 6 Month | 6.06% | 6.27% |
| 1 Year | 16.94% | 15.45% |
| 3 Year | 10.65% | 8.18% |
| 5 Year | 11.11% | 9.33% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.58% | 11.23% |
| 3 Year | 13.11% | 11.17% |
| 5 Year | 12.39% | 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 | 29.09 | 31.53 |
| Large Cap | 21.05 | 54.06 |
| Mid Cap | 5.33 | 11.87 |
| Small Cap | 7.64 | 2.49 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 27.44 | 47.79 |
| Telecom - Services | 0.85 | - |
| Petroleum Products | 1.39 | - |
| IT - Software | 3.49 | - |
| Pharmaceuticals & Biotechnology | 0.51 | - |
| Cement & Cement Products | -0.01 | - |
| Personal Products | 1.16 | - |
| Construction | 1 | 2.01 |
| Ferrous Metals | 0 | - |
| Finance | 1.51 | - |
| Banks | 3.39 | - |
| Retailing | 2.59 | - |
| Diversified FMCG | 2.24 | - |
| Non - Ferrous Metals | -0.01 | - |
| Leisure Services | 1.3 | - |
| Aerospace & Defense | 0 | - |
| Realty | 0 | - |
| Other Electrical Equipment | 0.05 | - |
| Insurance | 1.27 | 1.17 |
| Automobiles | 3.72 | - |
| Gas | 2.17 | - |
| Consumer Durables | 1.93 | - |
| Diversified Metals | 0 | - |
| Oil | -0.01 | - |
| Power | 2.02 | - |
| Entertainment | 0.45 | - |
| Electrical Equipment | 0 | - |
| Metals & Minerals Trading | -0.01 | - |
| Healthcare Services | 0.26 | - |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Services | 0.74 | - |
| Transport Infrastructure | -0.02 | - |
| Capital Markets | 1.05 | - |
| Auto Components | 0.82 | - |
| Textiles & Apparels | 0.25 | - |
| Beverages | 0.99 | - |
| Industrial Manufacturing | 0.58 | - |
| 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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