FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderately High |
Asset Size (Cr) | ₹674 Cr | ₹1574 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2018 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | % | 620% |
Expense Ratio | 1.12 | 1.32 |
Manager | Mahendra Kumar Jajoo | |
ISIN Code | INF090I01PA3 | INF769K01EI5 |
Exits Load | Data not available./365 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 0.48% | -0.28% |
6 Month | 4.01% | 7.76% |
1 Year | 5.33% | 6.24% |
3 Year | 8.2% | 10.82% |
5 Year | 9.86% | 12.15% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.81% | 2.44% |
1 Year | 5.92% | 7.87% |
3 Year | 8.09% | 10.82% |
5 Year | 8.09% | 10.44% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.61% | 10.94% |
3 Year | 8.53% | 11.12% |
5 Year | 8.61% | 12.01% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 2.96% | 5.46% |
Sharp | 0.65% | 0.81% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Mahendra Kumar Jajoo | |
Total AUM | ₹8876 Cr | |
Funds Managed | 4 | |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.46 | 35.48 |
Large Cap | 58.19 | 50.69 |
Mid Cap | 6.52 | 6.61 |
Small Cap | 0.84 | 7.22 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.37 | 33.46 |
Energy | 7.19 | 4 |
Technology | 5.28 | 4.62 |
Basic Materials | 2.18 | 6.51 |
Industrials | 4.61 | 6.44 |
Financial Services | 22.74 | 21.98 |
Consumer Defensive | 2.53 | 2.73 |
Healthcare | 2.99 | 5.1 |
Consumer Cyclical | 6.7 | 7.89 |
Communication Services | 5.21 | 1.99 |
Utilities | 5.66 | 4.03 |
Real Estate | 0.53 | 1.25 |
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