Compare Franklin India Equity Savings Fund vs Kotak Equity Savings Fund
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.12
1.74
NAV
₹16.63
₹26.43
Fund Started
03 Aug 2018
17 Sep 2014
Fund Size
₹675.46 Cr
₹9853.13 Cr
Exit Load
-
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
1 Year
5.80%
8.40%
3 Year
8.22%
10.34%
5 Year
7.21%
9.38%
Equity
16.56%
37.02%
Cash
53.21%
52.63%
Top 10 Holdings
Axis Bank Ltd. | 5.90% |
Reliance Industries Ltd. | 4.33% |
NTPC Ltd. | 4.01% |
Bharti Airtel Ltd. | 3.67% |
ICICI Bank Ltd. | 3.61% |
Kotak Mahindra Bank Ltd. | 3.38% |
HDFC Bank Ltd. | 3.35% |
Mahindra & Mahindra Ltd. | 3.05% |
Hindustan Aeronautics Ltd. | 2.69% |
Titan Company Ltd. | 2.58% |
State Bank of India | 7.16% |
Bharti Airtel Ltd. | 6.96% |
Indus Towers Ltd. | 4.17% |
Maruti Suzuki India Ltd. | 3.15% |
Hero Motocorp Ltd. | 2.70% |
Vedanta Ltd. | 2.62% |
Mphasis Ltd. | 2.45% |
ITC Ltd. | 2.43% |
One97 Communications Ltd. | 2.33% |
NTPC Ltd. | 2.27% |
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 generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.
Launch Date
03 Aug 2018
17 Sep 2014
