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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) | ₹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 | 0.32% | -0.01% |
| 6 Month | 3.05% | 4.65% |
| 1 Year | 6.01% | 9.42% |
| 3 Year | 7.89% | 10.95% |
| 5 Year | 8.83% | 10.25% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.62% | 2.12% |
| 1 Year | 7.05% | 10.16% |
| 3 Year | 8.03% | 11.16% |
| 5 Year | 7.96% | 10.36% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.36% | 8.62% |
| 3 Year | 8.48% | 8.98% |
| 5 Year | 8.81% | 9.13% |
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 |
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