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 ₹6052 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 1.81
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 0.86% 1.43%
6 Month 6.03% 9.71%
1 Year 12.28% 21.04%
3 Year 8.2% 13%
5 Year 9.28% 12.28%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
6 Month - -
1 Year 5.15% 9.08%
3 Year 13.73% 22.75%
5 Year 26.33% 37.57%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
1 Year 9.17% 11.35%
3 Year 21.43% 28.85%
5 Year 27.42% 38.62%

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 32.25
Large Cap 60.7 26.45
Mid Cap 3.21 3.01
Small Cap 2.16 6.32

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Kotak Equity Savings Fund - Regular - Growth

Others 58.87 30.39
Financial 21.57 -
Automobile 0.45 -
Sovereign 6.97 -
Materials 0.38 -
Communication 0.97 -
Energy 0.99 -
Healthcare 0.46 -
Technology 2.81 -
Consumer Staples 0.54 -
Capital Goods 1.75 -
Construction 1.22 1.13
Services 2.16 -
Insurance 0.25 1.68
Consumer Discretionary 0.64 -
Banks - 9.25
Transport Infrastructure - -0.02
Telecom - Services - 0.92
Automobiles - 4.32
Petroleum Products - 1.48
Diversified FMCG - 2.31
Power - 2.1
Finance - 1.79
Cement & Cement Products - -0.01
Diversified Metals - -0.01
Consumer Durables - 1.43
Oil - -0.01
Retailing - 1.16
Capital Markets - 1.13
Beverages - 1.32
IT - Software - 1.69
Metals & Minerals Trading - -0.01
Auto Components - 0.94
Personal Products - 0.79
Industrial Manufacturing - 0.74
Gas - 1.05
Ferrous Metals - 0.44
Pharmaceuticals & Biotechnology - 0.53
Entertainment - 0.57
Leisure Services - 0.7
Realty - 0
Minerals & Mining - 0
Non - Ferrous Metals - -0.01
Healthcare Services - 0.24
Fertilizers & Agrochemicals - 0
Aerospace & Defense - 0
Transport Services - 0

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