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
| SBI EQUITY SAVINGS | Kotak Equity Savings | |
|---|---|---|
| SBI EQUITY SAVINGS | itself | 0% |
| Kotak Equity Savings | 0% | itself |
Most alike: SBI EQUITY SAVINGS FUND and Kotak 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 | SBI EQUITY SAVINGS | Kotak Equity Savings |
|---|---|---|
| Category | Equity Savings | Equity Savings |
| Share of three-year stretches it beat its category P4 | 82% of 100 | 85% of 108 |
| Regular plan costs more than Direct by, a year P5 | 0.99% | 0.97% |
| Portfolio turned over a year P1 | 83% | not measured |
| Run by P7 | Mohit jain · ≥ 3 mo | not known |
| 1-year return | 3.2% | 4.1% |
| 3 years p.a. | 8.1% | 10.3% |
| 5 years p.a. | 8.3% | 10.1% |
| Deepest fall (max drawdown) | −6.4% | −6.0% |
| Assets (AUM) | ₹5,328 Cr | ₹10,023 Cr |
| Disclosed history | 5.8 yrs | — |
| Holdings · top ten weight | 107 · 39% | — · — |
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.