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) | ₹658 Cr | ₹265 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | 0.81% | 0.83% |
6 Month | 4.01% | 5.92% |
1 Year | 5.21% | 4.24% |
3 Year | 8.63% | 10.36% |
5 Year | 10.26% | 8.46% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.59% | 1.51% |
1 Year | 6.91% | 8.36% |
3 Year | 8.05% | 9.56% |
5 Year | 7.94% | 8.97% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.49% | 9.07% |
3 Year | 8.49% | 8.23% |
5 Year | 8.72% | 9.19% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.81% | 4.92% |
Sharp | 0.55% | 0.59% |
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 | 34.37 | 36.22 |
Large Cap | 58.43 | 48.94 |
Mid Cap | 6.35 | 10.08 |
Small Cap | 0.85 | 4.76 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.28 | 29.16 |
Energy | 6.99 | 3.83 |
Technology | 5.34 | 4.47 |
Industrials | 4.57 | 8.05 |
Basic Materials | 2.23 | 7.28 |
Financial Services | 22.52 | 18.68 |
Consumer Defensive | 2.62 | 2.74 |
Healthcare | 3.08 | 3.51 |
Consumer Cyclical | 7.09 | 7.28 |
Communication Services | 5.15 | 3.74 |
Utilities | 5.61 | 5.53 |
Real Estate | 0.5 | 5.73 |
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