Link copied to clipboard!

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Invest Now

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹687 Cr	₹1028 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	0.59%	0.01%
6 Month	3.19%	4.36%
1 Year	5.23%	7.99%
3 Year	7.75%	10.73%
5 Year	8.61%	10.11%

SIP Return Analysis

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	1.75%	2.27%
1 Year	7.29%	10.37%
3 Year	7.96%	11.09%
5 Year	7.86%	10.32%

Rolling Lumpsum Returns

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	7.32%	8.65%
3 Year	8.46%	9.01%
5 Year	8.83%	9.15%

Risk Management

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	2.74%	3.62%
Sharp	0.48%	1.19%
Beta	-	-
Alpha	-	-

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	34.89	40.06
Large Cap	57.58	36.8
Mid Cap	5.22	16.7
Small Cap	2.31	6.44

Sector Allocation

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	34.81	34.42
Energy	4.89	5.59
Technology	3.42	4.49
Industrials	4.79	4.94
Basic Materials	2.03	10.89
Financial Services	24.31	21.45
Consumer Defensive	3.38	1.5
Healthcare	2.85	4.04
Consumer Cyclical	6.97	4.57
Communication Services	6.25	4.94
Utilities	5.72	1.5
Real Estate	0.57	1.66

Top Comparisons

Kotak Large & Midcap Fund - Growth

3Y Returns18.2%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns24.17%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth

3Y Returns6.96%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.8%

Compare Now

Bandhan Retirement Fund - Regular (G)

3Y Returns0%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns15.44%

Compare Now

Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns6.75%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.21%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully