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) | ₹724 Cr | ₹968 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 | 0.63% | 0.55% |
6 Month | 1.91% | 0.37% |
1 Year | 6.62% | 6.31% |
3 Year | 9.61% | 11.39% |
5 Year | 10.87% | 11.72% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.4% | 2.86% |
1 Year | 6.11% | 4.81% |
3 Year | 8.48% | 10.02% |
5 Year | 8.46% | 9.43% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.79% | 8.73% |
3 Year | 8.46% | 8.7% |
5 Year | 8.48% | 8.98% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.684% | 5.953% |
Sharp | 0.321% | 0.249% |
Beta | - | - |
Alpha | - | - |
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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 | -16.18 | 31.59 |
Large Cap | 58.02 | 54.98 |
Mid Cap | 7.79 | 6.77 |
Small Cap | 0.95 | 6.67 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -16.18 | 30.3 |
Petroleum Products | 6.87 | - |
IT - Software | 5.43 | - |
Cement & Cement Products | 1.87 | - |
Construction | 2.19 | - |
Ferrous Metals | 0.13 | - |
Finance | 2.57 | - |
Banks | 18.68 | - |
Diversified FMCG | 1.27 | - |
Non - Ferrous Metals | 0.16 | - |
Pharmaceuticals & Biotechnology | 1.32 | - |
Aerospace & Defense | 2.93 | - |
Automobiles | 3.69 | - |
Telecom - Services | 5.32 | - |
Consumer Durables | 1.7 | - |
Agricultural Food & other Products | 0.19 | - |
Beverages | 1.04 | - |
Oil | 0.1 | - |
Power | 5.89 | - |
Financial Technology (Fintech) | 0.73 | - |
Healthcare Services | 1.43 | - |
Realty | 0.54 | - |
Consumable Fuels | 0.03 | - |
Transport Infrastructure | 0.12 | - |
Retailing | 0.78 | - |
Insurance | 1.46 | - |
Leisure Services | 0.25 | - |
Commercial Services & Supplies | 0.07 | - |
Energy | - | 9.33 |
Industrials | - | 6.57 |
Technology | - | 6.7 |
Consumer Cyclical | - | 5.6 |
Basic Materials | - | 6.07 |
Healthcare | - | 5.21 |
Financial Services | - | 21.62 |
Consumer Defensive | - | 3.73 |
Utilities | - | 1.53 |
Real Estate | - | 0.76 |
Communication Services | - | 2.59 |
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