FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹695 Cr | ₹281 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 486% |
| Expense Ratio | 1.12 | 2.48 |
| Manager | Miten Vora | |
| ISIN Code | INF090I01PA3 | INF955L01II9 |
| Exits Load | Data not available./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.27% | 0.42% |
| 6 Month | 2.61% | 3.04% |
| 1 Year | 5.95% | 7.09% |
| 3 Year | 8.45% | 10.64% |
| 5 Year | 8.04% | 8.17% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.74% | 2.46% |
| 1 Year | 7.13% | 10.2% |
| 3 Year | 7.77% | 9.66% |
| 5 Year | 7.73% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.24% | 8.71% |
| 3 Year | 8.43% | 8.36% |
| 5 Year | 8.79% | 9.03% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.12% | 4.56% |
| Sharp | 0.9% | 0.87% |
| Beta | 0.54% | 1.09% |
| Alpha | 0.08% | -0.14% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Miten Vora | |
| Total AUM | ₹6478 Cr | |
| Funds Managed | 6 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.8 | 36.42 |
| Large Cap | 57.76 | 47.54 |
| Mid Cap | 5.25 | 11.74 |
| Small Cap | 2.18 | 4.3 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.26 | 29.94 |
| Energy | 5.05 | 3.85 |
| Technology | 3.57 | 5.03 |
| Industrials | 5.35 | 8.61 |
| Basic Materials | 1.94 | 7.23 |
| Financial Services | 24.94 | 20.09 |
| Consumer Defensive | 2.47 | 1.84 |
| Healthcare | 2.8 | 3.1 |
| Consumer Cyclical | 7.11 | 7.31 |
| Communication Services | 6.55 | 3.97 |
| Utilities | 5.46 | 4.66 |
| Real Estate | 0.52 | 4.38 |
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