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
2.53
2.67
NAV
₹70.45
₹27.03
Fund Started
22 Apr 2002
17 Sep 2014
Fund Size
₹1070.66 Cr
₹9467.97 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
2.47%
5.88%
3 Year
10.71%
11.02%
5 Year
9.16%
10.13%
Equity
37.52%
38.13%
Cash
44.03%
48.14%
Top 10 Holdings
Bharti Airtel Ltd. | 9.47% |
Reliance Industries Ltd. | 8.70% |
HDFC Bank Ltd. | 7.51% |
ICICI Bank Ltd. | 7.11% |
Axis Bank Ltd. | 4.06% |
Larsen & Toubro Ltd. | 2.80% |
Mahindra & Mahindra Ltd. | 2.57% |
Kotak Mahindra Bank Ltd. | 2.31% |
Bajaj Finance Ltd. | 2.09% |
Hindalco Industries Ltd. | 1.24% |
Bharti Airtel Ltd. | 6.65% |
Indus Towers Ltd. | 3.99% |
NTPC Ltd. | 2.99% |
HDFC Bank Ltd. | 2.83% |
Maruti Suzuki India Ltd. | 2.70% |
State Bank of India | 2.60% |
Hero Motocorp Ltd. | 2.51% |
ITC Ltd. | 2.21% |
Adani Ports and Special Economic Zone Ltd. | 2.09% |
One97 Communications Ltd. | 2.00% |
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
