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) | ₹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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