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)	₹724 Cr	₹8177 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	0.63%	0.96%
6 Month	1.91%	0.49%
1 Year	6.62%	5.31%
3 Year	9.61%	12.23%
5 Year	10.87%	12.21%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Kotak Equity Savings Fund - Regular - Growth
6 Month	2.4%	3.55%
1 Year	6.11%	5.57%
3 Year	8.48%	10.85%
5 Year	8.46%	10.83%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Kotak Equity Savings Fund - Regular - Growth
1 Year	7.79%	8.61%
3 Year	8.46%	8.88%
5 Year	8.48%	8.73%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Kotak Equity Savings Fund - Regular - Growth
Standard Deviation	3.684%	5.035%
Sharp	0.321%	0.584%
Beta	-	-
Alpha	-	-

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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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Kotak Equity Savings Fund - Regular - Growth
Others	-16.18	33.25
Large Cap	58.02	49.67
Mid Cap	7.79	9.11
Small Cap	0.95	7.96

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Kotak Equity Savings Fund - Regular - Growth
Others	-16.18	32.97
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	-
Communication Services	-	9.32
Energy	-	4.49
Technology	-	3.54
Consumer Cyclical	-	11.11
Healthcare	-	1.04
Consumer Defensive	-	5.04
Industrials	-	5.06
Financial Services	-	14.57
Basic Materials	-	6.18
Utilities	-	6.36
Real Estate	-	0.31