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 | ₹16.77 | ₹27.11 |
Fund Started | 03 Aug 2018 | 17 Sep 2014 |
Fund Size | ₹685.41 Cr | ₹9650.52 Cr |
Exit Load | - | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days. |
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.12
1.74
NAV
₹16.77
₹27.11
Fund Started
03 Aug 2018
17 Sep 2014
Fund Size
₹685.41 Cr
₹9650.52 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 | 6.21% | 8.11% |
3 Year | 8.13% | 11.37% |
5 Year | 7.88% | 10.23% |
1 Year
6.21%
8.11%
3 Year
8.13%
11.37%
5 Year
7.88%
10.23%
Equity | 16.99% | 36.80% |
Cash | 50.35% | 51.66% |
Equity
16.99%
36.80%
Cash
50.35%
51.66%
Top 10 Holdings |
|
|
Top 10 Holdings
Axis Bank Ltd. | 5.07% |
Reliance Industries Ltd. | 4.81% |
Bharti Airtel Ltd. | 4.13% |
HDFC Bank Ltd. | 3.85% |
Kotak Mahindra Bank Ltd. | 3.53% |
ICICI Bank Ltd. | 3.47% |
NTPC Ltd. | 3.41% |
Mahindra & Mahindra Ltd. | 3.25% |
Hindustan Aeronautics Ltd. | 2.98% |
Larsen & Toubro Ltd. | 2.13% |
Bharti Airtel Ltd. | 7.42% |
State Bank of India | 6.51% |
Indus Towers Ltd. | 3.92% |
Maruti Suzuki India Ltd. | 3.60% |
Hero Motocorp Ltd. | 2.81% |
One97 Communications Ltd. | 2.66% |
Mphasis Ltd. | 2.62% |
Vedanta Ltd. | 2.32% |
ITC Ltd. | 2.31% |
Adani Ports and Special Economic Zone Ltd. | 2.30% |
Name | - | - |
Start Date | - | - |
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 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 |
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