Compare Franklin India Equity Savings Fund vs Edelweiss Equity Savings Fund
Franklin India Equity Savings Fund
HybridEquity Savings
Edelweiss Equity Savings Fund
HybridEquity Savings
Risk
Low to Moderate
Moderate
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.6
2.1
NAV
₹17.17
₹27.55
Fund Started
03 Aug 2018
22 Sep 2014
Fund Size
₹559.99 Cr
₹1704.44 Cr
Exit Load
-
Exit load of 0.25%, if redeemed within 30 days.
1 Year
2.62%
5.63%
3 Year
6.60%
10.13%
5 Year
5.74%
8.30%
Equity
19.42%
25.58%
Cash
57.40%
59.59%
Top 10 Holdings
Name | Assets |
|---|---|
Axis Bank Ltd. | 6.45% |
Bharti Airtel Ltd. | 4.50% |
NTPC Ltd. | 4.15% |
Kotak Mahindra Bank Ltd. | 4.10% |
Hindustan Aeronautics Ltd. | 3.88% |
Mahindra & Mahindra Ltd. | 3.63% |
Titan Company Ltd. | 3.37% |
Reliance Industries Ltd. | 2.85% |
Apollo Hospitals Enterprise Ltd. | 2.24% |
Vodafone Idea Ltd. | 2.23% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.92% |
ICICI Bank Ltd. | 4.58% |
Steel Authority Of India Ltd. | 4.26% |
Bharti Airtel Ltd. | 3.10% |
Reliance Industries Ltd. | 2.93% |
Adani Green Energy Ltd. | 2.70% |
Vodafone Idea Ltd. | 2.42% |
Multi Commodity Exchange Of India Ltd. | 1.64% |
Hindalco Industries Ltd. | 1.49% |
Axis Bank Ltd. | 1.44% |
Name
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Start Date
-
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Description
The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies.
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, Gold & Silver ETFs, ETCDs, InvITs and investments in debt and money market instruments.
Launch Date
03 Aug 2018
22 Sep 2014
