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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) | ₹658 Cr | ₹5703 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 | 0.72% | 1.04% |
| 6 Month | 5.14% | 8.67% |
| 1 Year | 4.93% | 4.24% |
| 3 Year | 8.21% | 10.52% |
| 5 Year | 9.92% | 11.67% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.63% | 1.83% |
| 1 Year | 6.39% | 7.72% |
| 3 Year | 8.06% | 10.41% |
| 5 Year | 8% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.61% | 8.96% |
| 3 Year | 8.53% | 9.28% |
| 5 Year | 8.61% | 8.78% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.88% | 4.73% |
| Sharp | 0.43% | 0.9% |
| Beta | - | 0.19% |
| Alpha | - | 3.93% |
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 | 34.37 | 34.57 |
| Large Cap | 58.43 | 36.87 |
| Mid Cap | 6.35 | 12.03 |
| Small Cap | 0.85 | 16.52 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.28 | 25.63 |
| Energy | 6.99 | 5.58 |
| Technology | 5.34 | 0.14 |
| Industrials | 4.57 | 9.68 |
| Basic Materials | 2.23 | 10.95 |
| Financial Services | 22.52 | 24.14 |
| Consumer Defensive | 2.62 | 1.48 |
| Healthcare | 3.08 | 2.31 |
| Consumer Cyclical | 7.09 | 12.08 |
| Communication Services | 5.15 | 0.69 |
| Utilities | 5.61 | 1.4 |
| Real Estate | 0.5 | 5.91 |
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