Compare Sundaram Equity Savings Fund vs Kotak Equity Savings Fund
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.17
1.74
NAV
₹70.34
₹26.70
Fund Started
22 Apr 2002
17 Sep 2014
Fund Size
₹1195.20 Cr
₹9618.75 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
1 Year
6.16%
8.87%
3 Year
10.55%
10.66%
5 Year
8.79%
9.63%
Equity
46.14%
37.02%
Cash
39.98%
52.63%
Top 10 Holdings
Bharti Airtel Ltd. | 9.37% |
Reliance Industries Ltd. | 8.02% |
ICICI Bank Ltd. | 7.18% |
Others | 7.11% |
HDFC Bank Ltd. | 5.13% |
State Bank of India | 4.31% |
Axis Bank Ltd. | 4.29% |
Larsen & Toubro Ltd. | 3.01% |
Mahindra & Mahindra Ltd. | 2.67% |
Kotak Mahindra Bank Ltd. | 2.40% |
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 aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
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
22 Apr 2002
17 Sep 2014
