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Compare Sundaram Equity Savings Fund vs Kotak Equity Savings Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.15 | 1.76 |
NAV | ₹70.26 | ₹25.96 |
Fund Started | 22 Apr 2002 | 17 Sep 2014 |
Fund Size | ₹1091.91 Cr | ₹8444.38 Cr |
Exit Load | Exit load of 0.5% if redeemed within 7 days. | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days. |
Risk
Moderate
NA
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.15
1.76
NAV
₹70.26
₹25.96
Fund Started
22 Apr 2002
17 Sep 2014
Fund Size
₹1091.91 Cr
₹8444.38 Cr
Exit Load
Exit load of 0.5% if redeemed within 7 days.
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
Returns
1 Year | 5.67% | 3.41% |
3 Year | 11.78% | 11.53% |
5 Year | 11.50% | 11.47% |
1 Year
5.67%
3.41%
3 Year
11.78%
11.53%
5 Year
11.50%
11.47%
Holding Analysis
Equity | 37.18% | 36.44% |
Cash | 39.18% | 51.50% |
Equity
37.18%
36.44%
Cash
39.18%
51.50%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 9.45% |
Reliance Industries Ltd. | 9.07% |
Infosys Ltd. | 5.70% |
State Bank of India | 4.01% |
HDFC Bank Ltd. | 3.50% |
Axis Bank Ltd. | 3.02% |
ICICI Bank Ltd. | 2.91% |
Larsen & Toubro Ltd. | 1.71% |
ITC Ltd. | 1.60% |
Kotak Mahindra Bank Ltd. | 1.54% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.93% |
Indus Towers Ltd. | 5.62% |
State Bank of India | 2.81% |
Reliance Industries Ltd. | 2.77% |
Adani Ports and Special Economic Zone Ltd. | 2.59% |
Maruti Suzuki India Ltd. | 2.58% |
Hero Motocorp Ltd. | 2.51% |
Vedanta Ltd. | 2.42% |
NTPC Ltd. | 2.17% |
Power Finance Corporation Ltd. | 1.92% |
Fund Manager
Name | Dwijendra Srivastava | Devender Singhal |
Start Date | 03 Nov 2015 | 25 Oct 2023 |
Name
Dwijendra Srivastava
Devender Singhal
Start Date
03 Nov 2015
25 Oct 2023
About Fund
Description | The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. | 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. |
Launch Date | 22 Apr 2002 | 17 Sep 2014 |
Description
The scheme aims to provide capital appreciation and income distribution by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.
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.
Launch Date
22 Apr 2002
17 Sep 2014
