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) | ₹687 Cr | ₹3936 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 | 0.06% | 0.1% |
| 6 Month | 2.48% | 1.93% |
| 1 Year | 5.83% | 6.1% |
| 3 Year | 8.27% | 10.17% |
| 5 Year | 8.38% | 9.63% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.41% |
| 1 Year | 6.51% | 6.11% |
| 3 Year | 7.7% | 9.06% |
| 5 Year | 7.75% | 9.06% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.27% | 8.43% |
| 3 Year | 8.45% | 8.82% |
| 5 Year | 8.81% | 8.25% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.70% | 4.23% |
| Sharp | 0.38% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
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 | 34.89 | 32.73 |
| Large Cap | 57.58 | 56.66 |
| Mid Cap | 5.22 | 6.96 |
| Small Cap | 2.31 | 3.64 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 27.62 |
| Energy | 4.89 | 7.07 |
| Technology | 3.42 | 5.21 |
| Industrials | 4.79 | 3.15 |
| Basic Materials | 2.03 | 4.11 |
| Financial Services | 24.31 | 28.68 |
| Consumer Defensive | 3.38 | 3.25 |
| Healthcare | 2.85 | 5.78 |
| Consumer Cyclical | 6.97 | 5.88 |
| Communication Services | 6.25 | 4.86 |
| Utilities | 5.72 | 3.08 |
| Real Estate | 0.57 | 1.31 |
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