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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 | 0.06% | 0.09% |
| 6 Month | 2.98% | 5.19% |
| 1 Year | 5.54% | 8.57% |
| 3 Year | 7.93% | 11.14% |
| 5 Year | 8.33% | 9.93% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.18% | 1.56% |
| 1 Year | 6.27% | 9.34% |
| 3 Year | 7.67% | 10.82% |
| 5 Year | 7.73% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.27% | 8.62% |
| 3 Year | 8.45% | 9.02% |
| 5 Year | 8.81% | 9.16% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.70% | 3.62% |
| Sharp | 0.38% | 1.08% |
| 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 | 36.42 |
| Large Cap | 57.58 | 41.23 |
| Mid Cap | 5.22 | 16.8 |
| Small Cap | 2.31 | 5.55 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.81 | 33.08 |
| Energy | 4.89 | 6.16 |
| Technology | 3.42 | 4.83 |
| Industrials | 4.79 | 4.56 |
| Basic Materials | 2.03 | 10.77 |
| Financial Services | 24.31 | 21.93 |
| Consumer Defensive | 3.38 | 1.71 |
| Healthcare | 2.85 | 3.43 |
| Consumer Cyclical | 6.97 | 5.42 |
| Communication Services | 6.25 | 5.86 |
| Utilities | 5.72 | 1.42 |
| Real Estate | 0.57 | 0.84 |
Top Comparisons
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.39%
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Franklin India Flexi Cap Fund - Growth
3Y Returns17.11%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.37%
ICICI Prudential Medium Term Bond Fund - Growth
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Mirae Asset Banking and PSU Fund Regular Growth Plan
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3Y Returns7.27%
