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 |
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 | 1.42% | 3.13% |
6 Month | 0.79% | -3.23% |
1 Year | 7.19% | 6.14% |
3 Year | 8.07% | 10.37% |
5 Year | 11.97% | 13.2% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
6 Month | 0.79% | -0.83% |
1 Year | 4.37% | 0.29% |
3 Year | 8.32% | 10.11% |
5 Year | 8.68% | 10.55% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
1 Year | 7.95% | 8.74% |
3 Year | 8.49% | 8.81% |
5 Year | 8.33% | 8.68% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Standard Deviation | 3.684% | 5.035% |
Sharp | 0.321% | 0.584% |
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 | |
Funds Managed | 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 | 32.75 | 33.25 |
Large Cap | 59.33 | 49.67 |
Mid Cap | 6.88 | 9.11 |
Small Cap | 1.05 | 7.96 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
---|---|---|
Others | 32.75 | 32.97 |
Energy | 7.14 | 4.49 |
Technology | 7 | 3.54 |
Basic Materials | 1.28 | 6.18 |
Industrials | 7.39 | 5.06 |
Financial Services | 24.46 | 14.57 |
Consumer Defensive | 2.56 | 5.04 |
Healthcare | 2.2 | 1.04 |
Consumer Cyclical | 6.39 | 11.11 |
Communication Services | 5.23 | 9.32 |
Utilities | 3.6 | 6.36 |
Real Estate | - | 0.31 |
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