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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Kotak Equity Savings Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹685 Cr | ₹9651 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 | % | 492.24% |
| Expense Ratio | 1.12 | 1.76 |
| Manager | Abhishek Bisen | |
| ISIN Code | INF090I01PA3 | INF174K01C78 |
| Exits Load | Data not available./365 | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Month | -0.19% | -0.97% |
| 6 Month | 2.06% | 2.57% |
| 1 Year | 6.18% | 7.49% |
| 3 Year | 8.09% | 10.99% |
| 5 Year | 7.85% | 9.94% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.92% | 1.32% |
| 1 Year | 5.63% | 9.12% |
| 3 Year | 7.27% | 9.75% |
| 5 Year | 7.45% | 10.33% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.22% | 8.28% |
| 3 Year | 8.43% | 9.15% |
| 5 Year | 8.77% | 8.88% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 4.12% | 3.82% |
| Sharp | 0.9% | 1.11% |
| Beta | 0.54% | 1.06% |
| Alpha | 0.08% | 1.27% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Name | Abhishek Bisen | |
| Total AUM | ₹0 Cr | |
| Funds Managed | 33 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 38.3 | 31.53 |
| Large Cap | 54.08 | 47.8 |
| Mid Cap | 5.42 | 13.05 |
| Small Cap | 2.2 | 7.62 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 34.25 | 27.72 |
| Energy | 5.4 | 2.54 |
| Technology | 3.68 | 8.44 |
| Industrials | 5.32 | 4.18 |
| Basic Materials | 2.01 | 5.03 |
| Financial Services | 25.25 | 18.79 |
| Consumer Defensive | 1.97 | 4.49 |
| Healthcare | 2.74 | 0.83 |
| Consumer Cyclical | 7.14 | 11.17 |
| Communication Services | 6.56 | 12.39 |
| Utilities | 5.19 | 3.46 |
| Real Estate | 0.5 | 0.96 |
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