FRANKLIN INDIA EQUITY SAVINGS FUND vs SBI Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon SBI 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 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 ₹5616 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 1.19
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 -1.31% -3.34%
6 Month 1.92% 0.41%
1 Year 7.61% 7.82%
3 Year 6.5% 8.73%
5 Year 8.5% 10.44%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 6.53% 6.47%
3 Year 8.75% 11.67%
5 Year 9.1% 11.46%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
1 Year 7.9% 9.19%
3 Year 8.64% 8.81%
5 Year 8.12% 8.62%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.12% 4.73%
Sharp 0.39% 0.59%
Beta 0.7% 0.81%
Alpha -0.69% 1.92%

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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
Fund Manage 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 -23.23 -7.3
Large Cap 61.75 37.02
Mid Cap 4.06 13.35
Small Cap 0.86 20.78

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

SBI Equity Savings Fund - Regular Plan - Growth

Others -23.23 -7.3
Petroleum Products 6.83 2.35
IT - Software 5.42 1.83
Cement & Cement Products 0.96 0.91
Construction 4.05 1.81
Ferrous Metals 0.13 0.64
Finance 3.9 5.11
Banks 15.66 19.06
Diversified FMCG 3.6 0.04
Non - Ferrous Metals 0.05 2.78
Pharmaceuticals & Biotechnology 0.9 1.38
Aerospace & Defense 1.98 0.65
Automobiles 3.82 3.02
Telecom - Services 4.14 1.69
Consumer Durables 1.58 2.76
Agricultural Food & other Products 0.14 -
Oil 0.11 0.11
Power 5.98 0.91
Financial Technology (Fintech) 0.94 0.61
Healthcare Services 1.15 0.97
Transport Services 2.5 1.24
Transport Infrastructure 0.1 4.99
Retailing 0.83 0.99
Insurance 1.04 0.1
Leisure Services 0.28 1.81
Beverages 0.46 0.14
Commercial Services & Supplies 0.12 -
Electrical Equipment - 0.45
Industrial Manufacturing - 0.6
Personal Products - 0.09
Capital Markets - 0.98
Realty - 1.94
Fertilizers & Agrochemicals - 0.86
Chemicals & Petrochemicals - 1.48
Gas - 1
Industrial Products - 1.72
Diversified Metals - 0.05
Food Products - 0.09
Household Products - 0.91
Auto Components - 2.79
Metals & Minerals Trading - 0.16
Consumable Fuels - 0.17
Minerals & Mining - 0.13
Textiles & Apparels - 1.83

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