Overview

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Fund	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Moderately High
Asset Size (Cr)	₹724 Cr	₹646 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	27 Aug 2018	18 Oct 2011
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	%	75%
Expense Ratio	1.12	1.51
Manager		Mahesh A Chhabria
ISIN Code	INF090I01PA3	INF917K01AA5
Exits Load	Data not available./365	HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
1 Month	0.63%	1.1%
6 Month	1.91%	-4.72%
1 Year	6.62%	3.73%
3 Year	9.61%	13.17%
5 Year	10.87%	14.63%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
6 Month	2.4%	3.05%
1 Year	6.11%	1.76%
3 Year	8.48%	12.03%
5 Year	8.46%	11.73%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
1 Year	7.79%	8.13%
3 Year	8.46%	9.47%
5 Year	8.48%	8.41%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.684%	7.536%
Sharp	0.321%	0.463%
Beta	-	-
Alpha	-	-

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Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Name		Mahesh A Chhabria
Total AUM		₹15021 Cr
Funds Managed		9
	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Others	-16.18	30.31
Large Cap	58.02	30.87
Mid Cap	7.79	27.88
Small Cap	0.95	10.93

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HSBC Equity Savings Fund - Regular Growth
Others	-16.18	30.31
Petroleum Products	6.87	-
IT - Software	5.43	-
Cement & Cement Products	1.87	-
Construction	2.19	-
Ferrous Metals	0.13	-
Finance	2.57	-
Banks	18.68	-
Diversified FMCG	1.27	-
Non - Ferrous Metals	0.16	-
Pharmaceuticals & Biotechnology	1.32	-
Aerospace & Defense	2.93	-
Automobiles	3.69	-
Telecom - Services	5.32	-
Consumer Durables	1.7	-
Agricultural Food & other Products	0.19	-
Beverages	1.04	-
Oil	0.1	-
Power	5.89	-
Financial Technology (Fintech)	0.73	-
Healthcare Services	1.43	-
Realty	0.54	-
Consumable Fuels	0.03	-
Transport Infrastructure	0.12	-
Retailing	0.78	-
Insurance	1.46	-
Leisure Services	0.25	-
Commercial Services & Supplies	0.07	-
Energy	-	2.24
Industrials	-	11.69
Technology	-	6.08
Financial Services	-	35.89
Healthcare	-	1.82
Consumer Cyclical	-	9.62
Basic Materials	-	1.25
Real Estate	-	0.04
Utilities	-	1.03
Consumer Defensive	-	0.02