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 | ₹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 | 0.21% | 0.22% |
| 6 Month | 2.92% | 3.58% |
| 1 Year | 5.79% | 6.95% |
| 3 Year | 8.5% | 10.67% |
| 5 Year | 8.44% | 8.2% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.18% | 1.49% |
| 1 Year | 6.27% | 8.53% |
| 3 Year | 7.67% | 9.47% |
| 5 Year | 7.73% | 9.12% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.27% | 8.77% |
| 3 Year | 8.45% | 8.35% |
| 5 Year | 8.81% | 9.06% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.70% | 5.00% |
| Sharp | 0.38% | 0.65% |
| 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 | 36.42 |
| Large Cap | 57.58 | 47.54 |
| Mid Cap | 5.22 | 11.74 |
| Small Cap | 2.31 | 4.3 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 29.94 |
| Energy | 4.89 | 3.85 |
| Technology | 3.42 | 5.03 |
| Industrials | 4.79 | 8.61 |
| Basic Materials | 2.03 | 7.23 |
| Financial Services | 24.31 | 20.09 |
| Consumer Defensive | 3.38 | 1.84 |
| Healthcare | 2.85 | 3.1 |
| Consumer Cyclical | 6.97 | 7.31 |
| Communication Services | 6.25 | 3.97 |
| Utilities | 5.72 | 4.66 |
| Real Estate | 0.57 | 4.38 |
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