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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) | ₹674 Cr | ₹750 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 | 0.02% | 0.28% |
| 6 Month | 4.39% | 7.29% |
| 1 Year | 4.53% | 6.66% |
| 3 Year | 8.27% | 11.13% |
| 5 Year | 9.39% | 10.46% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.12% | 2.28% |
| 1 Year | 5.3% | 8.66% |
| 3 Year | 7.83% | 11.06% |
| 5 Year | 8% | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.61% | 8.7% |
| 3 Year | 8.53% | 8.9% |
| 5 Year | 8.61% | 9.05% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.96% | 3.77% |
| Sharp | 0.65% | 1.15% |
| 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 | 34.46 | 42.26 |
| Large Cap | 58.19 | 40.35 |
| Mid Cap | 6.52 | 11.8 |
| Small Cap | 0.84 | 5.59 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.37 | 37.57 |
| Energy | 7.19 | 7.34 |
| Technology | 5.28 | 2.88 |
| Basic Materials | 2.18 | 7.08 |
| Industrials | 4.61 | 4.85 |
| Financial Services | 22.74 | 18.61 |
| Consumer Defensive | 2.53 | 1.95 |
| Healthcare | 2.99 | 4.36 |
| Consumer Cyclical | 6.7 | 6.32 |
| Communication Services | 5.21 | 5.73 |
| Utilities | 5.66 | 1.78 |
| Real Estate | 0.53 | 1.53 |
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