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) | ₹657 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 | 0.89% | 2.07% |
| 6 Month | 3.37% | 5.2% |
| 1 Year | 6.05% | 6.68% |
| 3 Year | 8.06% | 9.99% |
| 5 Year | 9.98% | 8.6% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.87% | 0.43% |
| 1 Year | 5.17% | 5.84% |
| 3 Year | 7.4% | 8.65% |
| 5 Year | 7.55% | 8.48% |
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 | 2.74% | 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 | 34.72 | 35.82 |
| Large Cap | 57.68 | 48.21 |
| Mid Cap | 6.8 | 10.7 |
| Small Cap | 0.8 | 5.28 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.64 | 28.2 |
| Energy | 7.46 | 3.93 |
| Technology | 5.17 | 3.89 |
| Industrials | 4.89 | 8.55 |
| Basic Materials | 2.04 | 7.62 |
| Financial Services | 22.06 | 18.8 |
| Consumer Defensive | 2.29 | 2.6 |
| Healthcare | 2.98 | 3.44 |
| Consumer Cyclical | 6.74 | 7.39 |
| Communication Services | 5.4 | 3.77 |
| Utilities | 5.83 | 5.78 |
| Real Estate | 0.51 | 6.02 |
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