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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