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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) | ₹724 Cr | ₹572 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 | 1.2% | 1.3% |
| 6 Month | 2.55% | 2.88% |
| 1 Year | 7.42% | 9.39% |
| 3 Year | 8.26% | 10.28% |
| 5 Year | 11.07% | 11.11% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.68% | 2.4% |
| 1 Year | 5.41% | 6.98% |
| 3 Year | 8.68% | 11.38% |
| 5 Year | 8.75% | 10.41% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.95% | 8.68% |
| 3 Year | 8.49% | 8.78% |
| 5 Year | 8.33% | 8.77% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.684% | 4.089% |
| Sharp | 0.321% | 0.716% |
| Beta | - | - |
| Alpha | - | - |
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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 | 32.75 | 34.35 |
| Large Cap | 59.33 | 46.78 |
| Mid Cap | 6.88 | 12.37 |
| Small Cap | 1.05 | 6.5 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.75 | 31.74 |
| Energy | 7.14 | 10.61 |
| Technology | 7 | 3.67 |
| Basic Materials | 1.28 | 8.54 |
| Industrials | 7.39 | 8.32 |
| Financial Services | 24.46 | 17.32 |
| Consumer Defensive | 2.56 | 1.94 |
| Healthcare | 2.2 | 3.58 |
| Consumer Cyclical | 6.39 | 9.31 |
| Communication Services | 5.23 | 2.02 |
| Utilities | 3.6 | 2.52 |
| Real Estate | - | 0.45 |
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