FRANKLIN INDIA EQUITY SAVINGS FUND vs Kotak Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
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 | Average | Moderately High Risk |
Asset Size (Cr) | ₹724 Cr | ₹8177 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2018 | 13 Oct 2014 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | 492.24% |
Expense Ratio | 1.12 | 1.76 |
Manager | Abhishek Bisen | |
ISIN Code | INF090I01PA3 | INF174K01C78 |
Exits Load | Data not available./365 | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
1 Month | 0.27% | -1.37% |
6 Month | 1.11% | -2.63% |
1 Year | 6.85% | 5.95% |
3 Year | 7.56% | 10.23% |
5 Year | 8.59% | 10.19% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.59% | 0.53% |
3 Year | 8.26% | 10.01% |
5 Year | 8.86% | 10.66% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
1 Year | 8.15% | 8.74% |
3 Year | 8.53% | 8.81% |
5 Year | 8.27% | 8.68% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Standard Deviation | 3.976% | 4.535% |
Sharp | 0.192% | 0.86% |
Beta | - | - |
Alpha | - | - |
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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 | -23.85 | 31.03 |
Large Cap | 57.7 | 24.13 |
Mid Cap | 7.22 | 6.24 |
Small Cap | 1.19 | 8.75 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Others | -23.85 | 31.03 |
Petroleum Products | 6.99 | 1.32 |
IT - Software | 4.98 | 4.02 |
Cement & Cement Products | 0.99 | -0.01 |
Construction | 4.05 | 0.95 |
Ferrous Metals | 0.13 | 0 |
Finance | 4.7 | 1.88 |
Banks | 16.96 | 5.45 |
Diversified FMCG | 1.39 | 2.33 |
Non - Ferrous Metals | 0.14 | -0.01 |
Pharmaceuticals & Biotechnology | 0.93 | 0 |
Aerospace & Defense | 1.92 | -0.01 |
Automobiles | 3.89 | 6.26 |
Telecom - Services | 4.85 | 0.79 |
Consumer Durables | 1.8 | 1.5 |
Agricultural Food & other Products | 0.14 | - |
Beverages | 1.2 | 1.11 |
Oil | 0.11 | -0.01 |
Power | 3.51 | 2.03 |
Financial Technology (Fintech) | 1.08 | - |
Healthcare Services | 1.27 | 0.21 |
Transport Services | 2.68 | 0.45 |
Transport Infrastructure | 0.11 | -0.02 |
Retailing | 0.85 | 2.51 |
Insurance | 1 | 1 |
Leisure Services | 0.31 | 1.32 |
Commercial Services & Supplies | 0.13 | - |
Personal Products | - | 0.9 |
Chemicals & Petrochemicals | - | 0.74 |
Realty | - | -0.01 |
Gas | - | 1.71 |
Diversified Metals | - | -0.0099999999999998 |
Electrical Equipment | - | 0.14 |
Metals & Minerals Trading | - | -0.01 |
Entertainment | - | 0.47 |
Capital Markets | - | 1.2 |
Minerals & Mining | - | 0 |
Fertilizers & Agrochemicals | - | 0 |
Auto Components | - | 0.46 |
Industrial Manufacturing | - | 0.46 |
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