FRANKLIN INDIA EQUITY SAVINGS FUND vs Kotak Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹7089 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2018 11 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 492.24%
Expense Ratio 1.12 1.79
Manager Abhishek Bisen
ISIN Code INF090I01PA3 INF174K01C78
Exits Load Nil/365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
1 Month 0.65% -2.16%
6 Month 3.81% 3.61%
1 Year 7.65% 14.63%
3 Year 6.29% 10.31%
5 Year 5.72% 10.77%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
6 Month - -
1 Year - 10.58%
3 Year - 13.11%
5 Year - 12.39%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
1 Year 7.9% 8.66%
3 Year 8.64% 8.72%
5 Year 8.12% 8.63%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Standard Deviation 4.12% 3.82%
Sharp 0.39% 1.46%
Beta 0.7% 0.7%
Alpha -0.69% 3.58%

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Name Abhishek Bisen
Total AUM ₹0 Cr
Fund Manage 33
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Kotak Equity Savings Fund - Regular - Growth

Others 33.96 29.09
Large Cap 60.7 21.05
Mid Cap 3.21 5.33
Small Cap 2.16 7.64

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Kotak Equity Savings Fund - Regular - Growth

Others 58.87 27.44
Automobile 0.45 -
Services 2.16 -
Technology 2.81 -
Consumer Staples 0.54 -
Healthcare 0.46 -
Materials 0.38 -
Energy 0.99 -
Financial 21.57 -
Insurance 0.25 1.27
Consumer Discretionary 0.64 -
Capital Goods 1.75 -
Communication 0.97 -
Sovereign 6.97 -
Construction 1.22 1
Telecom - Services - 0.85
Petroleum Products - 1.39
IT - Software - 3.49
Pharmaceuticals & Biotechnology - 0.51
Cement & Cement Products - -0.01
Personal Products - 1.16
Ferrous Metals - 0
Finance - 1.51
Banks - 3.39
Retailing - 2.59
Diversified FMCG - 2.24
Non - Ferrous Metals - -0.01
Leisure Services - 1.3
Aerospace & Defense - 0
Realty - 0
Other Electrical Equipment - 0.05
Automobiles - 3.72
Gas - 2.17
Consumer Durables - 1.93
Diversified Metals - 0
Oil - -0.01
Power - 2.02
Entertainment - 0.45
Electrical Equipment - 0
Metals & Minerals Trading - -0.01
Healthcare Services - 0.26
Minerals & Mining - 0
Fertilizers & Agrochemicals - 0
Transport Services - 0.74
Transport Infrastructure - -0.02
Capital Markets - 1.05
Auto Components - 0.82
Textiles & Apparels - 0.25
Beverages - 0.99
Industrial Manufacturing - 0.58

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