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) | ₹658 Cr | ₹1615 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 | 0.65% | 0.36% |
6 Month | 4.46% | 7.36% |
1 Year | 5.11% | 5.34% |
3 Year | 8.59% | 11.44% |
5 Year | 10.06% | 11.68% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.59% | 1.65% |
1 Year | 6.91% | 9.85% |
3 Year | 8.05% | 10.81% |
5 Year | 7.94% | 10.36% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.49% | 10.79% |
3 Year | 8.49% | 11.06% |
5 Year | 8.72% | 12.06% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 2.81% | 5.43% |
Sharp | 0.55% | 0.78% |
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 | 34.37 | 37.18 |
Large Cap | 58.43 | 49.32 |
Mid Cap | 6.35 | 6.55 |
Small Cap | 0.85 | 6.96 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.28 | 35.14 |
Energy | 6.99 | 3.85 |
Technology | 5.34 | 4.47 |
Industrials | 4.57 | 6.09 |
Basic Materials | 2.23 | 6.4 |
Financial Services | 22.52 | 20.63 |
Consumer Defensive | 2.62 | 2.62 |
Healthcare | 3.08 | 5.4 |
Consumer Cyclical | 7.09 | 8.25 |
Communication Services | 5.15 | 2.2 |
Utilities | 5.61 | 3.76 |
Real Estate | 0.5 | 1.19 |
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