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) | ₹658 Cr | ₹939 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 | 0.49% | 1.23% |
6 Month | 4.9% | 6.7% |
1 Year | 4.7% | 2.76% |
3 Year | 7.86% | 9.48% |
5 Year | 9.9% | 10.62% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.63% | 2.15% |
1 Year | 6.39% | 6.81% |
3 Year | 8.06% | 9.64% |
5 Year | 8% | 9.07% |
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 | 2.88% | 5.25% |
Sharp | 0.43% | 0.46% |
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 |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns20.5%
Quant Mid Cap Fund-Growth
3Y Returns15.3%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.37%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.36%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.22%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Bandhan Focused Fund - Regular Plan - Growth
3Y Returns17.06%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.44%