Compare Franklin India Equity Savings Fund vs HSBC Equity Savings Fund
Franklin India Equity Savings Fund
HybridEquity Savings
HSBC Equity Savings Fund
HybridEquity Savings
Risk
Low to Moderate
Moderate
Rating
3.0
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.6
2.37
NAV
₹18.96
₹41.62
Fund Started
03 Aug 2018
27 Sep 2011
Fund Size
₹559.99 Cr
₹1557.92 Cr
Exit Load
-
Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
1 Year
3.00%
7.79%
3 Year
6.73%
12.35%
5 Year
5.82%
10.13%
Equity
19.42%
34.34%
Cash
57.40%
44.58%
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. | 4.78% |
ICICI Bank Ltd. | 3.64% |
Axis Bank Ltd. | 3.45% |
State Bank of India | 3.14% |
Reliance Industries Ltd. | 2.88% |
The Federal Bank Ltd. | 2.55% |
Life Insurance Corporation of India | 2.05% |
Lenskart Solutions Ltd. | 1.89% |
Mahindra & Mahindra Ltd. | 1.80% |
Kotak Mahindra Bank Ltd. | 1.72% |
Name
-
-
Start Date
-
-
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 generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
Launch Date
03 Aug 2018
27 Sep 2011
