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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) | ₹678 Cr | ₹5586 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 | 1.43 |
| 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 | 0.44% | 0.8% |
| 6 Month | 3.53% | 5.37% |
| 1 Year | 6.16% | 6.96% |
| 3 Year | 9.25% | 12.71% |
| 5 Year | 10.49% | 12.68% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.4% | 5.49% |
| 1 Year | 6.5% | 10.73% |
| 3 Year | 8.45% | 12.07% |
| 5 Year | 8.4% | 11.19% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.79% | 9.05% |
| 3 Year | 8.46% | 9.13% |
| 5 Year | 8.48% | 8.74% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.26% | 4.73% |
| Sharp | 0.90% | 1.33% |
| Beta | - | 0.86% |
| Alpha | - | 2.09% |
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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 | 33.9 | 34.14 |
| Large Cap | 58.36 | 39.15 |
| Mid Cap | 6.76 | 10.19 |
| Small Cap | 0.98 | 16.52 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.81 | 27.95 |
| Energy | 7.75 | 6.12 |
| Technology | 6.16 | 1.19 |
| Basic Materials | 2.13 | 7.64 |
| Industrials | 5.2 | 7.92 |
| Financial Services | 22.87 | 24.88 |
| Consumer Defensive | 2.42 | 1.06 |
| Healthcare | 2.65 | 2.31 |
| Consumer Cyclical | 5.7 | 11.55 |
| Communication Services | 5.15 | 1.49 |
| Utilities | 5.6 | 1.59 |
| Real Estate | 0.56 | 6.3 |
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