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 Moderately High
Asset Size (Cr) ₹278 Cr ₹400 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 05 Feb 2017
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 353%
Expense Ratio 1.12 2.39
Manager Kush Sonigara
ISIN Code INF090I01PA3 INF174V01150
Exits Load Nil/365 For units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month 1.33% 2.53%
6 Month 5.58% 7.29%
1 Year 11.58% 17.66%
3 Year 8.13% 10.35%
5 Year 8.46% 11.65%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 5.15% 6.81%
3 Year 13.73% 17.58%
5 Year 26.33% 34.12%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Year 9.17% 12.02%
3 Year 21.43% 27.51%
5 Year 27.42% 36.53%

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 0.26% 0.53%
Beta 0.73% 1.08%
Alpha -0.36% 1.01%

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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 33.96 37.63
Large Cap 60.7 51.31
Mid Cap 3.21 4.15
Small Cap 2.16 6.92

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others 58.87 34.09
Financial 21.57 23.15
Automobile 0.45 2.91
Sovereign 6.97 6.18
Materials 0.38 3.71
Communication 0.97 2.54
Energy 0.99 4.42
Healthcare 0.46 1.75
Technology 2.81 3.34
Consumer Staples 0.54 4.52
Capital Goods 1.75 2.31
Construction 1.22 6.54
Services 2.16 0.53
Insurance 0.25 0.67
Consumer Discretionary 0.64 0.48
Metals & Mining - 1.44
Textiles - 0.62
Chemicals - 0.81

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