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Compare Mahindra Manulife Equity Savings Fund vs Kotak Equity Savings Fund

Risk

NA
NA

Rating

2.0
4.0

Min SIP Amount

₹500
₹100

Expense Ratio

2.36
1.74

NAV

₹21.16
₹27.13

Fund Started

10 Jan 2017
17 Sep 2014

Fund Size

₹566.91 Cr
₹9650.52 Cr

Exit Load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days.
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.

1 Year

7.39%
8.36%

3 Year

9.95%
11.48%

5 Year

9.16%
10.26%

Equity

36.25%
36.80%

Cash

43.74%
51.66%

Top 10 Holdings

Name

-
-

Start Date

-
-

Description

The Scheme seeks to generate long term capital appreciation and also income through investments in 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

10 Jan 2017
17 Sep 2014

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