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) | ₹685 Cr | ₹279 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 | 0.14% | 0.05% |
| 6 Month | 2.37% | 2.2% |
| 1 Year | 6.15% | 7.35% |
| 3 Year | 8.28% | 10.31% |
| 5 Year | 7.81% | 7.94% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.92% | 1.09% |
| 1 Year | 5.63% | 7.48% |
| 3 Year | 7.27% | 8.79% |
| 5 Year | 7.45% | 8.77% |
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 | 38.3 | 35.81 |
| Large Cap | 54.08 | 48.04 |
| Mid Cap | 5.42 | 11.72 |
| Small Cap | 2.2 | 4.44 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.25 | 31.85 |
| Energy | 5.4 | 3.89 |
| Technology | 3.68 | 4.93 |
| Industrials | 5.32 | 8.36 |
| Basic Materials | 2.01 | 7.56 |
| Financial Services | 25.25 | 20.07 |
| Consumer Defensive | 1.97 | 1.91 |
| Healthcare | 2.74 | 3.1 |
| Consumer Cyclical | 7.14 | 7.27 |
| Communication Services | 6.56 | 4.01 |
| Utilities | 5.19 | 4.65 |
| Real Estate | 0.5 | 2.4 |
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