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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) | ₹674 Cr | ₹8452 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 | 0.14% | 0.7% |
| 6 Month | 4.45% | 8.26% |
| 1 Year | 4.58% | 3% |
| 3 Year | 8.11% | 11.36% |
| 5 Year | 9.41% | 11.22% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.57% | 2.57% |
| 1 Year | 5.95% | 7.63% |
| 3 Year | 8.22% | 10.88% |
| 5 Year | 8.23% | 10.88% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.61% | 8.48% |
| 3 Year | 8.53% | 8.95% |
| 5 Year | 8.61% | 8.78% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 2.96% | 5.10% |
| Sharp | 0.65% | 0.90% |
| 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 | 34.46 | 34.8 |
| Large Cap | 58.19 | 49.34 |
| Mid Cap | 6.52 | 9.46 |
| Small Cap | 0.84 | 6.41 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 34.37 | 34.03 |
| Energy | 7.19 | 3.83 |
| Technology | 5.28 | 3.02 |
| Basic Materials | 2.18 | 5.58 |
| Industrials | 4.61 | 4.93 |
| Financial Services | 22.74 | 18.82 |
| Consumer Defensive | 2.53 | 3.57 |
| Healthcare | 2.99 | 0.8 |
| Consumer Cyclical | 6.7 | 10.86 |
| Communication Services | 5.21 | 10.45 |
| Utilities | 5.66 | 3.72 |
| Real Estate | 0.53 | 0.38 |
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