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) | ₹657 Cr | ₹1670 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 | 0.55% | 1.11% |
| 6 Month | 3.29% | 5.3% |
| 1 Year | 5.73% | 7.64% |
| 3 Year | 8.03% | 11.06% |
| 5 Year | 9.5% | 11.59% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.5% | 2.07% |
| 1 Year | 6.67% | 10.56% |
| 3 Year | 7.84% | 10.83% |
| 5 Year | 7.77% | 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 | 2.74% | 5.45% |
| Sharp | 0.48% | 0.80% |
| 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 | 34.72 | 35.9 |
| Large Cap | 57.68 | 50.05 |
| Mid Cap | 6.8 | 7.18 |
| Small Cap | 0.8 | 6.87 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.64 | 33.76 |
| Energy | 7.46 | 3.9 |
| Technology | 5.17 | 4.27 |
| Industrials | 4.89 | 6.02 |
| Basic Materials | 2.04 | 6.79 |
| Financial Services | 22.06 | 20.53 |
| Consumer Defensive | 2.29 | 3.19 |
| Healthcare | 2.98 | 5.55 |
| Consumer Cyclical | 6.74 | 8.88 |
| Communication Services | 5.4 | 2.19 |
| Utilities | 5.83 | 3.79 |
| Real Estate | 0.51 | 1.12 |
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