- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderate |
| Asset Size (Cr) | ₹685 Cr | ₹1195 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Aug 2018 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 87% |
| Expense Ratio | 1.12 | 1.6 |
| Manager | Dhawal Dalal | |
| ISIN Code | INF090I01PA3 | INF843K01KG9 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.19% | -1.05% |
| 6 Month | 2.06% | 2.08% |
| 1 Year | 6.18% | 7.75% |
| 3 Year | 8.09% | 10.9% |
| 5 Year | 7.85% | 9.18% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.92% | 0.92% |
| 1 Year | 5.63% | 7.8% |
| 3 Year | 7.27% | 10.02% |
| 5 Year | 7.45% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.22% | 8.61% |
| 3 Year | 8.43% | 9.04% |
| 5 Year | 8.77% | 9.19% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.12% | 3.86% |
| Sharp | 0.9% | 1.49% |
| Beta | 0.54% | 0.71% |
| Alpha | 0.08% | 2.32% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhawal Dalal | |
| Total AUM | ₹25974 Cr | |
| Funds Managed | 12 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.3 | 35.68 |
| Large Cap | 54.08 | 43.63 |
| Mid Cap | 5.42 | 15.3 |
| Small Cap | 2.2 | 5.39 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.25 | 31.69 |
| Energy | 5.4 | 5.75 |
| Technology | 3.68 | 2.99 |
| Industrials | 5.32 | 5.72 |
| Basic Materials | 2.01 | 10.71 |
| Financial Services | 25.25 | 20.58 |
| Consumer Defensive | 1.97 | 1.38 |
| Healthcare | 2.74 | 3.54 |
| Consumer Cyclical | 7.14 | 6.65 |
| Communication Services | 6.56 | 5.98 |
| Utilities | 5.19 | 4.12 |
| Real Estate | 0.5 | 0.88 |
Top Comparisons
Templeton India Value Fund - Growth Plan
3Y Returns16.18%
Axis Value Fund - Regular Plan - Growth
3Y Returns21.37%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.28%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.28%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.19%
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
3Y Returns7.1%
ITI Mid Cap Fund Regular - Growth
3Y Returns22.7%
Franklin India Mid Cap Fund - Growth
3Y Returns20.66%
