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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) | ₹674 Cr | ₹5738 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 | 0.02% | -0.8% |
| 6 Month | 4.39% | 7.94% |
| 1 Year | 4.53% | 3.71% |
| 3 Year | 8.27% | 10.64% |
| 5 Year | 9.39% | 11.55% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.12% | 0.77% |
| 1 Year | 5.3% | 4.87% |
| 3 Year | 7.83% | 9.7% |
| 5 Year | 8% | 9.83% |
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 | 2.96% | 4.73% |
| Sharp | 0.65% | 1.06% |
| Beta | - | 0.16% |
| Alpha | - | 4.6% |
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 | 34.46 | 35.45 |
| Large Cap | 58.19 | 36.99 |
| Mid Cap | 6.52 | 11.42 |
| Small Cap | 0.84 | 16.14 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.37 | 29.46 |
| Energy | 7.19 | 5.65 |
| Technology | 5.28 | 0.07 |
| Basic Materials | 2.18 | 9.83 |
| Industrials | 4.61 | 7.52 |
| Financial Services | 22.74 | 24.03 |
| Consumer Defensive | 2.53 | 1.47 |
| Healthcare | 2.99 | 2.24 |
| Consumer Cyclical | 6.7 | 11.47 |
| Communication Services | 5.21 | 0.73 |
| Utilities | 5.66 | 1.47 |
| Real Estate | 0.53 | 6.06 |
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