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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) | ₹674 Cr | ₹945 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 | 0.28% | -0.18% |
| 6 Month | 4.01% | 4.41% |
| 1 Year | 5.52% | 4.11% |
| 3 Year | 8.18% | 9.3% |
| 5 Year | 10.07% | 10.61% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.81% | 1.64% |
| 1 Year | 5.92% | 4.2% |
| 3 Year | 8.09% | 9.17% |
| 5 Year | 8.09% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 8.63% |
| 3 Year | 8.53% | 8.73% |
| 5 Year | 8.61% | 9.04% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.96% | 5.25% |
| Sharp | 0.65% | 0.59% |
| 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 | 34.46 | 34.05 |
| Large Cap | 58.19 | 53.77 |
| Mid Cap | 6.52 | 6.62 |
| Small Cap | 0.84 | 5.56 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.37 | 32.06 |
| Energy | 7.19 | 9.07 |
| Technology | 5.28 | 6.56 |
| Basic Materials | 2.18 | 5.02 |
| Industrials | 4.61 | 5.2 |
| Financial Services | 22.74 | 23.24 |
| Consumer Defensive | 2.53 | 2.97 |
| Healthcare | 2.99 | 6.2 |
| Consumer Cyclical | 6.7 | 5 |
| Communication Services | 5.21 | 2.96 |
| Utilities | 5.66 | 1.33 |
| Real Estate | 0.53 | 0.39 |
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