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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) | ₹687 Cr | ₹551 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 | 0.11% | -0.31% |
| 6 Month | 2.78% | 3.84% |
| 1 Year | 5.21% | 5.66% |
| 3 Year | 7.92% | 9.58% |
| 5 Year | 8.31% | 9.75% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | 2.34% |
| 1 Year | 7.07% | 10.37% |
| 3 Year | 7.81% | 9.28% |
| 5 Year | 7.73% | 9.02% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.27% | 6.94% |
| 3 Year | 8.45% | 10.14% |
| 5 Year | 8.81% | 10.54% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.70% | 4.93% |
| Sharp | 0.38% | 0.56% |
| 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 | 34.89 | 37.27 |
| Large Cap | 57.58 | 47.62 |
| Mid Cap | 5.22 | 7.69 |
| Small Cap | 2.31 | 7.42 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 24.59 |
| Energy | 4.89 | 5.56 |
| Technology | 3.42 | 2.85 |
| Industrials | 4.79 | 5.81 |
| Basic Materials | 2.03 | 11.03 |
| Financial Services | 24.31 | 24.47 |
| Consumer Defensive | 3.38 | 2.32 |
| Healthcare | 2.85 | 5.07 |
| Consumer Cyclical | 6.97 | 7.73 |
| Communication Services | 6.25 | 1.72 |
| Utilities | 5.72 | 1.85 |
| Real Estate | 0.57 | 6.99 |
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