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) | ₹678 Cr | ₹570 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 | 0.98% | 1.52% |
6 Month | 3.01% | 3.22% |
1 Year | 6.5% | 4.55% |
3 Year | 9.71% | 11.18% |
5 Year | 10.58% | 12.39% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.73% | 4.23% |
1 Year | 7.05% | 7.61% |
3 Year | 8.65% | 9.88% |
5 Year | 8.54% | 9.73% |
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 | 3.26% | 5.21% |
Sharp | 0.90% | 0.84% |
Beta | - | - |
Alpha | - | - |
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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 | |
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 | 33.9 | 29.07 |
Large Cap | 58.36 | 56.78 |
Mid Cap | 6.76 | 7.57 |
Small Cap | 0.98 | 6.59 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.81 | 20.91 |
Energy | 7.75 | 6.27 |
Technology | 6.16 | 5.49 |
Basic Materials | 2.13 | 11.45 |
Industrials | 5.2 | 6.07 |
Financial Services | 22.87 | 23.02 |
Consumer Defensive | 2.42 | 3.77 |
Healthcare | 2.65 | 4.66 |
Consumer Cyclical | 5.7 | 7.37 |
Communication Services | 5.15 | 0.98 |
Utilities | 5.6 | 1.86 |
Real Estate | 0.56 | 8.16 |
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