FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | Average | Moderate |
Asset Size (Cr) | ₹724 Cr | ₹564 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 | 2.37 |
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 | 0.63% | 1.08% |
6 Month | 1.91% | 1.22% |
1 Year | 6.62% | 5.18% |
3 Year | 9.61% | 10.84% |
5 Year | 10.87% | 12.98% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.4% | 3.49% |
1 Year | 6.11% | 5.53% |
3 Year | 8.48% | 9.52% |
5 Year | 8.46% | 9.54% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.79% | 7.62% |
3 Year | 8.46% | 10.24% |
5 Year | 8.48% | 9.93% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.684% | 5.693% |
Sharp | 0.321% | 0.259% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | |
Funds Managed | 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 | -16.18 | 33.12 |
Large Cap | 58.02 | 50.52 |
Mid Cap | 7.79 | 8.35 |
Small Cap | 0.95 | 8.01 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -16.18 | 33.02 |
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 | - |
Energy | - | 5.14 |
Technology | - | 6.33 |
Industrials | - | 6.44 |
Consumer Defensive | - | 6.14 |
Financial Services | - | 18.32 |
Basic Materials | - | 10.94 |
Healthcare | - | 3.85 |
Consumer Cyclical | - | 6.87 |
Utilities | - | 2.61 |
Communication Services | - | 0.35 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.88%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.78%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns20.08%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns16.42%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.98%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8.02%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.78%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.33%