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) | ₹678 Cr | ₹639 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 | 0.98% | 1.89% |
6 Month | 3.01% | 3.91% |
1 Year | 6.5% | 8.89% |
3 Year | 9.71% | 12.33% |
5 Year | 10.58% | 11.32% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.73% | 4.45% |
1 Year | 7.05% | 10.83% |
3 Year | 8.65% | 12.03% |
5 Year | 8.54% | 10.79% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.79% | 8.74% |
3 Year | 8.46% | 8.85% |
5 Year | 8.48% | 8.96% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.26% | 3.88% |
Sharp | 0.90% | 1.31% |
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 | 33.9 | 36.56 |
Large Cap | 58.36 | 48.39 |
Mid Cap | 6.76 | 8.86 |
Small Cap | 0.98 | 6.19 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.81 | 33.68 |
Energy | 7.75 | 9.18 |
Technology | 6.16 | 3.38 |
Basic Materials | 2.13 | 9.91 |
Industrials | 5.2 | 6.32 |
Financial Services | 22.87 | 18.57 |
Consumer Defensive | 2.42 | 2.76 |
Healthcare | 2.65 | 3.81 |
Consumer Cyclical | 5.7 | 5.38 |
Communication Services | 5.15 | 4.41 |
Utilities | 5.6 | 2.19 |
Real Estate | 0.56 | 0.4 |
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