Compare Franklin India Equity Savings Fund vs Kotak Equity Savings Fund
Risk
Low to Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
1.62
2.16
NAV
₹18.68
₹30.45
Fund Started
03 Aug 2018
17 Sep 2014
Fund Size
₹618.95 Cr
₹10223.48 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
3.67%
4.86%
3 Year
6.92%
9.44%
5 Year
6.77%
9.62%
Equity
19.17%
33.80%
Cash
52.44%
50.85%
Top 10 Holdings
Axis Bank Ltd. | 6.41% |
Bharti Airtel Ltd. | 4.29% |
NTPC Ltd. | 4.15% |
ICICI Bank Ltd. | 4.04% |
Kotak Mahindra Bank Ltd. | 3.49% |
Mahindra & Mahindra Ltd. | 3.42% |
Hindustan Aeronautics Ltd. | 3.29% |
Titan Company Ltd. | 2.93% |
Reliance Industries Ltd. | 2.81% |
Vodafone Idea Ltd. | 2.25% |
Bharti Airtel Ltd. | 6.14% |
Indus Towers Ltd. | 3.32% |
HDFC Bank Ltd. | 3.13% |
Maruti Suzuki India Ltd. | 2.93% |
State Bank of India | 2.93% |
Adani Ports and Special Economic Zone Ltd. | 2.69% |
NTPC Ltd. | 2.62% |
ICICI Bank Ltd. | 2.31% |
Radico Khaitan Ltd. | 2.31% |
One97 Communications Ltd. | 2.20% |
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
