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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) | ₹658 Cr | ₹547 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 | 0.79% | 2.06% |
| 6 Month | 5.18% | 7.71% |
| 1 Year | 4.89% | 3.47% |
| 3 Year | 8.23% | 9.59% |
| 5 Year | 9.97% | 11.45% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.63% | 2.08% |
| 1 Year | 6.39% | 7.04% |
| 3 Year | 8.06% | 8.95% |
| 5 Year | 8% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 7.33% |
| 3 Year | 8.53% | 10.29% |
| 5 Year | 8.61% | 10.34% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.88% | 5.04% |
| Sharp | 0.43% | 0.44% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.37 | 36.08 |
| Large Cap | 58.43 | 48.96 |
| Mid Cap | 6.35 | 7.57 |
| Small Cap | 0.85 | 7.4 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.28 | 23.04 |
| Energy | 6.99 | 4.94 |
| Technology | 5.34 | 5.26 |
| Industrials | 4.57 | 5.49 |
| Basic Materials | 2.23 | 12.15 |
| Financial Services | 22.52 | 21.08 |
| Consumer Defensive | 2.62 | 3.24 |
| Healthcare | 3.08 | 4.68 |
| Consumer Cyclical | 7.09 | 8.15 |
| Communication Services | 5.15 | 1.13 |
| Utilities | 5.61 | 1.84 |
| Real Estate | 0.5 | 8.98 |
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