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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Mirae Asset 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 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) ₹685 Cr ₹1865 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 -0.14% -0.61%
6 Month 2.31% 2.67%
1 Year 6.4% 9.92%
3 Year 8.54% 11.4%
5 Year 8.14% 10.4%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month 0.51% 0.08%
1 Year 4.52% 5.17%
3 Year 6.99% 9.05%
5 Year 7.36% 9.46%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 7.22% 10.33%
3 Year 8.43% 11.12%
5 Year 8.77% 11.95%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.12% 5.04%
Sharp 0.9% 0.97%
Beta 0.54% 1.19%
Alpha 0.08% 0.41%

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 38.3 37.86
Large Cap 54.08 49.46
Mid Cap 5.42 7.32
Small Cap 2.2 5.36

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 34.25 33.18
Energy 5.4 3.43
Technology 3.68 5.64
Industrials 5.32 6.02
Basic Materials 2.01 6.68
Financial Services 25.25 21.79
Consumer Defensive 1.97 3.02
Healthcare 2.74 5.42
Consumer Cyclical 7.14 8.91
Communication Services 6.56 1.96
Utilities 5.19 2.98
Real Estate 0.5 0.98

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