FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderate |
Asset Size (Cr) | ₹658 Cr | ₹3501 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2018 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | 444% |
Expense Ratio | 1.12 | 1.32 |
Manager | Kedar Karnik | |
ISIN Code | INF090I01PA3 | INF740KA1439 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.72% | 0.78% |
6 Month | 5.14% | 5.2% |
1 Year | 4.93% | 4.6% |
3 Year | 8.21% | 10.13% |
5 Year | 9.92% | 10.75% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.63% | 1.13% |
1 Year | 6.39% | 6.01% |
3 Year | 8.06% | 9.86% |
5 Year | 8% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.61% | 8.8% |
3 Year | 8.53% | 8.61% |
5 Year | 8.61% | 8.09% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.88% | 3.82% |
Sharp | 0.43% | 0.72% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Kedar Karnik | |
Total AUM | ₹32997 Cr | |
Funds Managed | 11 | |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.46 | 36.3 |
Large Cap | 58.19 | 54.14 |
Mid Cap | 6.52 | 5.72 |
Small Cap | 0.84 | 3.84 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.37 | 32.36 |
Energy | 7.19 | 6.79 |
Technology | 5.28 | 4.25 |
Basic Materials | 2.18 | 3.59 |
Industrials | 4.61 | 3.05 |
Financial Services | 22.74 | 25.73 |
Consumer Defensive | 2.53 | 2.7 |
Healthcare | 2.99 | 6.01 |
Consumer Cyclical | 6.7 | 7.5 |
Communication Services | 5.21 | 3.63 |
Utilities | 5.66 | 3.09 |
Real Estate | 0.53 | 1.29 |
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