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) | ₹687 Cr | ₹1732 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | 0.59% | 0.48% |
| 6 Month | 3.19% | 3.87% |
| 1 Year | 5.23% | 7.01% |
| 3 Year | 7.75% | 10.79% |
| 5 Year | 8.61% | 11.02% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.77% | 2.2% |
| 1 Year | 7.29% | 10.82% |
| 3 Year | 7.93% | 10.76% |
| 5 Year | 7.82% | 10.33% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.32% | 10.5% |
| 3 Year | 8.46% | 11.12% |
| 5 Year | 8.83% | 12.01% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 2.70% | 5.43% |
| Sharp | 0.38% | 0.74% |
| 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 | 34.89 | 36.73 |
| Large Cap | 57.58 | 49.77 |
| Mid Cap | 5.22 | 7.2 |
| Small Cap | 2.31 | 6.3 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.81 | 34.03 |
| Energy | 4.89 | 3.26 |
| Technology | 3.42 | 4.83 |
| Industrials | 4.79 | 5.71 |
| Basic Materials | 2.03 | 6.96 |
| Financial Services | 24.31 | 21.81 |
| Consumer Defensive | 3.38 | 3.13 |
| Healthcare | 2.85 | 5.56 |
| Consumer Cyclical | 6.97 | 8.05 |
| Communication Services | 6.25 | 1.99 |
| Utilities | 5.72 | 3.49 |
| Real Estate | 0.57 | 1.18 |
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