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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹657 Cr | ₹936 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Aug 2018 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 34.8% |
| Expense Ratio | 1.12 | 2.26 |
| Manager | Hardik Shah | |
| ISIN Code | INF090I01PA3 | INF846K01VO3 |
| Exits Load | Data not available./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.74% | 0.62% |
| 6 Month | 3.86% | 4.64% |
| 1 Year | 5.59% | 4.01% |
| 3 Year | 8.6% | 10.43% |
| 5 Year | 10.17% | 10.48% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.8% | 2.09% |
| 1 Year | 7.3% | 8.09% |
| 3 Year | 8.19% | 9.68% |
| 5 Year | 8.05% | 9.13% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 8.52% |
| 3 Year | 8.49% | 8.78% |
| 5 Year | 8.72% | 9.07% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.81% | 5.09% |
| Sharp | 0.55% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hardik Shah | |
| Total AUM | ₹0 Cr | |
| Funds Managed | 12 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.72 | 34.21 |
| Large Cap | 57.68 | 53.1 |
| Mid Cap | 6.8 | 6.72 |
| Small Cap | 0.8 | 5.98 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.64 | 31.66 |
| Energy | 7.46 | 8.86 |
| Technology | 5.17 | 4.49 |
| Industrials | 4.89 | 6.86 |
| Basic Materials | 2.04 | 4.98 |
| Financial Services | 22.06 | 22.39 |
| Consumer Defensive | 2.29 | 2.95 |
| Healthcare | 2.98 | 6.29 |
| Consumer Cyclical | 6.74 | 6.7 |
| Communication Services | 5.4 | 2.63 |
| Utilities | 5.83 | 1.34 |
| Real Estate | 0.51 | 0.85 |
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