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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) | ₹658 Cr | ₹8487 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 | 0.74% | 0.86% |
| 6 Month | 3.86% | 6.3% |
| 1 Year | 5.59% | 6.04% |
| 3 Year | 8.6% | 12.16% |
| 5 Year | 10.17% | 11.54% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.72% | 3.21% |
| 1 Year | 7.25% | 11.54% |
| 3 Year | 8.14% | 11.15% |
| 5 Year | 7.99% | 11.02% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.49% | 8.4% |
| 3 Year | 8.49% | 9.01% |
| 5 Year | 8.72% | 8.82% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 2.81% | 5.05% |
| Sharp | 0.55% | 0.98% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.72 | 34.29 |
| Large Cap | 57.68 | 49.73 |
| Mid Cap | 6.8 | 8.67 |
| Small Cap | 0.8 | 7.31 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 34.64 | 32.89 |
| Energy | 7.46 | 3.22 |
| Technology | 5.17 | 3.35 |
| Industrials | 4.89 | 4.02 |
| Basic Materials | 2.04 | 5.69 |
| Financial Services | 22.06 | 20.03 |
| Consumer Defensive | 2.29 | 3.63 |
| Healthcare | 2.98 | 0.9 |
| Consumer Cyclical | 6.74 | 11.93 |
| Communication Services | 5.4 | 9.91 |
| Utilities | 5.83 | 4.1 |
| Real Estate | 0.51 | 0.33 |
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