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) | ₹674 Cr | ₹261 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 | 0.02% | -0.79% |
6 Month | 4.39% | 7.45% |
1 Year | 4.53% | 3.62% |
3 Year | 8.27% | 9.61% |
5 Year | 9.39% | 8.11% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.12% | 0.74% |
1 Year | 5.3% | 4.88% |
3 Year | 7.83% | 9.01% |
5 Year | 8% | 8.6% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.61% | 9.21% |
3 Year | 8.53% | 8.13% |
5 Year | 8.61% | 9.28% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.96% | 4.95% |
Sharp | 0.65% | 0.67% |
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 | 34.46 | 35.85 |
Large Cap | 58.19 | 49.22 |
Mid Cap | 6.52 | 9.78 |
Small Cap | 0.84 | 5.15 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.37 | 29.05 |
Energy | 7.19 | 5.06 |
Technology | 5.28 | 3.27 |
Basic Materials | 2.18 | 7.32 |
Industrials | 4.61 | 8.3 |
Financial Services | 22.74 | 19.28 |
Consumer Defensive | 2.53 | 2.68 |
Healthcare | 2.99 | 3.88 |
Consumer Cyclical | 6.7 | 5.46 |
Communication Services | 5.21 | 3.9 |
Utilities | 5.66 | 5.85 |
Real Estate | 0.53 | 5.96 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.17%
Mirae Asset Money Market Fund Regular Growth
3Y Returns7.11%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.99%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.34%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.93%
Franklin India Opportunities Fund - Growth
3Y Returns29.05%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns16.92%