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) | ₹687 Cr | ₹270 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 | 0.39% | 0.65% |
| 6 Month | 3.22% | 4.27% |
| 1 Year | 6.49% | 8.17% |
| 3 Year | 8.13% | 10.3% |
| 5 Year | 9.03% | 8.41% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.62% | 2.29% |
| 1 Year | 7.05% | 9.99% |
| 3 Year | 8.03% | 10.1% |
| 5 Year | 7.96% | 9.4% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.36% | 8.93% |
| 3 Year | 8.48% | 8.3% |
| 5 Year | 8.81% | 9.13% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.74% | 4.99% |
| Sharp | 0.48% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.89 | 35.72 |
| Large Cap | 57.58 | 48.06 |
| Mid Cap | 5.22 | 11.38 |
| Small Cap | 2.31 | 4.84 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 28.2 |
| Energy | 4.89 | 3.8 |
| Technology | 3.42 | 4.27 |
| Industrials | 4.79 | 8.94 |
| Basic Materials | 2.03 | 7.82 |
| Financial Services | 24.31 | 19.07 |
| Consumer Defensive | 3.38 | 2.51 |
| Healthcare | 2.85 | 3.22 |
| Consumer Cyclical | 6.97 | 6.88 |
| Communication Services | 6.25 | 4.04 |
| Utilities | 5.72 | 5.83 |
| Real Estate | 0.57 | 5.42 |
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