Compare Kotak Equity Savings Fund vs HSBC Equity Savings Fund
Fund Details
Risk | NA | NA |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.77 | 1.51 |
NAV | ₹24.83 | ₹32.21 |
Fund Started | 17 Sep 2014 | 27 Sep 2011 |
Fund Size | ₹7804.46 Cr | ₹548.49 Cr |
Exit Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days. | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. |
Returns
1 Year | 15.40% | 20.45% |
3 Year | 10.27% | 11.96% |
5 Year | 10.88% | 12.76% |
Holding Analysis
Equity | 37.20% | 37.28% |
Cash | 48.61% | 37.72% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Devender Singhal | Sonal Gupta |
Start Date | 09 May 2019 | 05 Jul 2021 |
About Fund
Description | The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments. | 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 | 17 Sep 2014 | 27 Sep 2011 |
