FRANKLIN INDIA EQUITY SAVINGS FUND vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹724 Cr ₹572 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2018 01 Feb 2017
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 353%
Expense Ratio 1.12 2.35
Manager Kush Sonigara
ISIN Code INF090I01PA3 INF174V01150
Exits Load Data not available./365 Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month 0.64% 1.1%
6 Month 3.82% 4.57%
1 Year 7.73% 11.71%
3 Year 6.36% 8.62%
5 Year 5.75% 11.4%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 7.48% 8.9%
3 Year 7.11% 11.45%
5 Year 6.21% 11.59%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Year 7.9% 7.96%
3 Year 8.64% 10.53%
5 Year 8.12% 9.04%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.12% 5.82%
Sharp 0.39% 0.62%
Beta 0.7% 1.08%
Alpha -0.69% 0.2%

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Name Kush Sonigara
Total AUM ₹889 Cr
Fund Manage 3
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others -20.69 31.5
Large Cap 61.28 54.93
Mid Cap 4.16 3.92
Small Cap 0.83 9.65

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others -20.69 31.5
Petroleum Products 7.05 3.92
IT - Software 5.12 5.66
Cement & Cement Products 1.03 7.58
Construction 3.95 2.78
Finance 4.06 4.25
Ferrous Metals 0.13 1.88
Banks 17.1 12.53
Diversified FMCG 3.69 4.37
Non - Ferrous Metals 0.05 1.33
Pharmaceuticals & Biotechnology 0.87 3.74
Aerospace & Defense 1.88 -
Automobiles 3.46 2.77
Telecom - Services 2.51 -
Consumer Durables 1.53 1.13
Agricultural Food & other Products 0.14 1.18
Oil 0.12 0.28
Power 6.42 1.89
Financial Technology (Fintech) 0.85 -
Healthcare Services 1.19 -
Transport Services 2.32 -
Transport Infrastructure 0.12 -
Retailing 0.72 0.65
Insurance 1.14 0.98
Leisure Services 0.26 -
Beverages 0.44 -
Commercial Services & Supplies 0.12 -
Personal Products - 0.52
Agricultural, Commercial & Construction Vehicles - 0.36
Industrial Manufacturing - 0.45
Realty - 2.78
Industrial Products - 1.94
Chemicals & Petrochemicals - 0.33
Gas - 1.13
Fertilizers & Agrochemicals - 0.6
Textiles & Apparels - 0.61
Auto Components - 1.57
Consumable Fuels - 0.92
Household Products - 0.37

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