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) | ₹695 Cr | ₹1106 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 | 0.27% | 0.81% |
| 6 Month | 2.61% | 3.5% |
| 1 Year | 5.95% | 7.81% |
| 3 Year | 8.45% | 11.56% |
| 5 Year | 8.04% | 9.65% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.74% | 2.15% |
| 1 Year | 7.13% | 10.13% |
| 3 Year | 7.77% | 10.75% |
| 5 Year | 7.73% | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 8.62% |
| 3 Year | 8.43% | 9.04% |
| 5 Year | 8.79% | 9.18% |
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 | 0.71% | 1.32% |
| Beta | 0.57% | 0.74% |
| Alpha | -0.23% | 2% |
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 | 34.8 | -7.85 |
| Large Cap | 57.76 | 42.87 |
| Mid Cap | 5.25 | 16.94 |
| Small Cap | 2.18 | 6.83 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.26 | -8.01 |
| Energy | 5.05 | - |
| Technology | 3.57 | - |
| Industrials | 5.35 | - |
| Basic Materials | 1.94 | - |
| Financial Services | 24.94 | - |
| Consumer Defensive | 2.47 | - |
| Healthcare | 2.8 | - |
| Consumer Cyclical | 7.11 | - |
| Communication Services | 6.55 | - |
| Utilities | 5.46 | - |
| Real Estate | 0.52 | - |
| Petroleum Products | - | 5.8 |
| Power | - | 1.15 |
| IT - Software | - | 3.43 |
| Auto Components | - | 0.87 |
| Pharmaceuticals & Biotechnology | - | 2.27 |
| Construction | - | 0.97 |
| Ferrous Metals | - | 1.21 |
| Finance | - | 2.24 |
| Healthcare Services | - | 1.15 |
| Banks | - | 17.77 |
| Diversified FMCG | - | 0.61 |
| Non - Ferrous Metals | - | 1.65 |
| Cement & Cement Products | - | 2.84 |
| Financial Technology (Fintech) | - | 0.38 |
| Leisure Services | - | 0.37 |
| Aerospace & Defense | - | 0.72 |
| Electrical Equipment | - | 0.79 |
| Chemicals & Petrochemicals | - | 0.6 |
| Realty | - | 0.84 |
| Retailing | - | 1.35 |
| Insurance | - | 0.83 |
| Other Consumer Services | - | 0.17 |
| Automobiles | - | 1.55 |
| Commercial Services & Supplies | - | 0.08 |
| Telecom - Services | - | 5.86 |
| Capital Markets | - | 1.04 |
| Gas | - | 0.11 |
| IT - Services | - | 0.07 |
| Food Products | - | 0.23 |
| Agricultural Food & other Products | - | 0.3 |
| Beverages | - | 0.41 |
| Diversified Metals | - | 0.45 |
| Oil | - | 0.05 |
| Industrial Manufacturing | - | 0.36 |
| Consumer Durables | - | 1.03 |
| Metals & Minerals Trading | - | 0.29 |
| Industrial Products | - | 1 |
| Consumable Fuels | - | 0.02 |
| Minerals & Mining | - | 0.68 |
| Fertilizers & Agrochemicals | - | 3.36 |
| Transport Services | - | 0.16 |
| Transport Infrastructure | - | 1.58 |
| Textiles & Apparels | - | 0.16 |
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