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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) | ₹657 Cr | ₹6169 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 | 0.75% | 0.46% |
| 6 Month | 3.95% | 5.11% |
| 1 Year | 5.78% | 4.41% |
| 3 Year | 8.53% | 11.13% |
| 5 Year | 10.02% | 11.67% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.8% | 1.1% |
| 1 Year | 7.3% | 7.73% |
| 3 Year | 8.19% | 10.1% |
| 5 Year | 8.05% | 9.98% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.49% | 8.83% |
| 3 Year | 8.49% | 9.34% |
| 5 Year | 8.72% | 8.82% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.81% | 4.73% |
| Sharp | 0.55% | 0.89% |
| Beta | - | 0.2% |
| Alpha | - | 3.92% |
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 | 34.72 | 35.66 |
| Large Cap | 57.68 | 38.21 |
| Mid Cap | 6.8 | 11.35 |
| Small Cap | 0.8 | 14.78 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.64 | 27.28 |
| Energy | 7.46 | 5.3 |
| Technology | 5.17 | 1.67 |
| Industrials | 4.89 | 8.99 |
| Basic Materials | 2.04 | 10.71 |
| Financial Services | 22.06 | 23.49 |
| Consumer Defensive | 2.29 | 1.33 |
| Healthcare | 2.98 | 2.26 |
| Consumer Cyclical | 6.74 | 11.53 |
| Communication Services | 5.4 | 0.4 |
| Utilities | 5.83 | 1.47 |
| Real Estate | 0.51 | 5.58 |
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