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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹724 Cr | ₹5705 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 39% |
| Expense Ratio | 1.12 | 1.42 |
| Manager | Pradeep Kesavan | |
| ISIN Code | INF090I01PA3 | INF200KA1DA4 |
| Exits Load | Data not available./365 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.2% | 2.16% |
| 6 Month | 2.55% | 0.9% |
| 1 Year | 7.42% | 7.31% |
| 3 Year | 8.26% | 10.18% |
| 5 Year | 11.07% | 12.89% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.68% | 2.03% |
| 1 Year | 5.41% | 4.53% |
| 3 Year | 8.68% | 10.95% |
| 5 Year | 8.75% | 10.69% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.95% | 9.28% |
| 3 Year | 8.49% | 9.03% |
| 5 Year | 8.33% | 8.69% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.684% | 4.73% |
| Sharp | 0.321% | 0.33% |
| Beta | - | 0.91% |
| Alpha | - | 0.71% |
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Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | |
| Total AUM | ₹434274 Cr | |
| Funds Managed | 43 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.75 | 34.27 |
| Large Cap | 59.33 | 42.02 |
| Mid Cap | 6.88 | 7.16 |
| Small Cap | 1.05 | 16.55 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.75 | 33.39 |
| Energy | 7.14 | 4.29 |
| Technology | 7 | 1.6 |
| Basic Materials | 1.28 | 7.46 |
| Industrials | 7.39 | 6.66 |
| Financial Services | 24.46 | 27.03 |
| Consumer Defensive | 2.56 | 0.13 |
| Healthcare | 2.2 | 3.39 |
| Consumer Cyclical | 6.39 | 12.41 |
| Communication Services | 5.23 | 1.48 |
| Utilities | 3.6 | 1.36 |
| Real Estate | - | 0.8 |
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