Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Kotak Equity Savings | DSP Equity Savings | |
|---|---|---|
| Kotak Equity Savings | itself | 0% |
| DSP Equity Savings | 0% | itself |
Most alike: Kotak Equity Savings Fund and DSP Equity Savings Fund share 0% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Kotak Equity Savings | DSP Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 85% of 108 | 76% of 91 |
| Regular plan costs more than Direct by, a year P5 | 0.97% | 1.28% |
| Portfolio turned over a year P1 | not measured | 73% |
| Run by P7 | not known | Abhishek Singh · ≥ 1.2 yrs |
| 1-year return | 4.1% | 2.2% |
| 3 years p.a. | 10.3% | 8.5% |
| 5 years p.a. | 10.1% | 7.5% |
| Deepest fall (max drawdown) | −6.0% | −2.7% |
| Assets (AUM) | ₹10,023 Cr | ₹3,365 Cr |
| Disclosed history | — | 10 yrs |
| Holdings · top ten weight | — · — | 142 · 34% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.