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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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