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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) | ₹687 Cr | ₹9023 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 | 0.33% | 0.64% |
| 6 Month | 3.19% | 5.76% |
| 1 Year | 5.34% | 6.01% |
| 3 Year | 7.64% | 11.45% |
| 5 Year | 8.67% | 10.95% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.75% | 3.02% |
| 1 Year | 7.29% | 12.14% |
| 3 Year | 7.96% | 11.01% |
| 5 Year | 7.86% | 10.99% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.32% | 8.31% |
| 3 Year | 8.46% | 9.08% |
| 5 Year | 8.83% | 8.86% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 2.74% | 3.82% |
| Sharp | 0.48% | 1.1% |
| Beta | - | 1.02% |
| Alpha | - | 1.44% |
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 | 34.89 | 35 |
| Large Cap | 57.58 | 49.63 |
| Mid Cap | 5.22 | 7.79 |
| Small Cap | 2.31 | 7.58 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Kotak Equity Savings Fund - Regular - Growth |
|---|---|---|
| Others | 34.81 | 33.38 |
| Energy | 4.89 | 3.19 |
| Technology | 3.42 | 3.09 |
| Industrials | 4.79 | 4.26 |
| Basic Materials | 2.03 | 5.2 |
| Financial Services | 24.31 | 19.4 |
| Consumer Defensive | 3.38 | 4.95 |
| Healthcare | 2.85 | 0.87 |
| Consumer Cyclical | 6.97 | 11.26 |
| Communication Services | 6.25 | 10.2 |
| Utilities | 5.72 | 3.85 |
| Real Estate | 0.57 | 0.34 |
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