- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹657 Cr | ₹558 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 | 0.82% | 1.36% |
| 6 Month | 3.55% | 5.28% |
| 1 Year | 5.93% | 6.01% |
| 3 Year | 8.47% | 10.07% |
| 5 Year | 9.78% | 11.35% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.76% | 2.6% |
| 1 Year | 7.25% | 10.12% |
| 3 Year | 8.21% | 9.74% |
| 5 Year | 8.09% | 9.4% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 7.16% |
| 3 Year | 8.49% | 10.23% |
| 5 Year | 8.72% | 10.46% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.81% | 4.98% |
| Sharp | 0.55% | 0.60% |
| 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 | 34.72 | 38.2 |
| Large Cap | 57.68 | 46.49 |
| Mid Cap | 6.8 | 8.07 |
| Small Cap | 0.8 | 7.24 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.64 | 25.78 |
| Energy | 7.46 | 5.06 |
| Technology | 5.17 | 3 |
| Industrials | 4.89 | 5.49 |
| Basic Materials | 2.04 | 11.08 |
| Financial Services | 22.06 | 23.15 |
| Consumer Defensive | 2.29 | 2.36 |
| Healthcare | 2.98 | 4.52 |
| Consumer Cyclical | 6.74 | 8.71 |
| Communication Services | 5.4 | 1.1 |
| Utilities | 5.83 | 1.85 |
| Real Estate | 0.51 | 7.9 |
Top Comparisons
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns7.28%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns8.23%
ITI Large Cap Fund Regular - Growth
3Y Returns14.47%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns16.04%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.27%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.66%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.3%
