Compare Franklin India Equity Savings Fund vs HSBC Equity Savings Fund
Fund Details
Risk | Low to Moderate | NA |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.12 | 1.51 |
NAV | ₹15.71 | ₹32.11 |
Fund Started | 03 Aug 2018 | 27 Sep 2011 |
Fund Size | ₹724.43 Cr | ₹548.49 Cr |
Exit Load | - | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. |
Returns
1 Year | 10.70% | 21.27% |
3 Year | 6.52% | 11.79% |
5 Year | 8.89% | 12.71% |
Holding Analysis
Equity | 16.17% | 37.53% |
Cash | 52.97% | 38.65% |
Top Holdings
Top 10 Holdings |
|
|
Fund Manager
Name | Anand Radhakrishnan | Sonal Gupta |
Start Date | 01 Jan 2019 | 01 Apr 2024 |
About Fund
Description | The Scheme intends to generate long-term capital appreciation by investing a portion of the Schemes assets in equity and equity related instruments. The Scheme also intends to generate income through investments in fixed income securities and using arbitrage and other derivative Strategies. | The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. |
Launch Date | 03 Aug 2018 | 27 Sep 2011 |
