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)	₹724 Cr	₹5431 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	0.63%	1.72%
6 Month	1.91%	1.6%
1 Year	6.62%	7.29%
3 Year	9.61%	12.64%
5 Year	10.87%	13.3%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	SBI Equity Savings Fund - Regular Plan - Growth
6 Month	2.4%	4.87%
1 Year	6.11%	8.51%
3 Year	8.48%	11.63%
5 Year	8.46%	10.95%

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%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.684%	5.06%
Sharp	0.321%	1.04%
Beta	-	0.86%
Alpha	-	1.66%

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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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	SBI Equity Savings Fund - Regular Plan - Growth
Others	-16.18	9.46
Large Cap	58.02	41.39
Mid Cap	7.79	9.32
Small Cap	0.95	15.53

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	SBI Equity Savings Fund - Regular Plan - Growth
Others	-16.18	2.16
Petroleum Products	6.87	5.89
IT - Software	5.43	1.09
Cement & Cement Products	1.87	2.1
Construction	2.19	3.14
Ferrous Metals	0.13	0.53
Finance	2.57	3.42
Banks	18.68	22.89
Diversified FMCG	1.27	-
Non - Ferrous Metals	0.16	1.18
Pharmaceuticals & Biotechnology	1.32	0.16
Aerospace & Defense	2.93	0.47
Automobiles	3.69	1.85
Telecom - Services	5.32	1.63
Consumer Durables	1.7	1.89
Agricultural Food & other Products	0.19	-
Beverages	1.04	0.16
Oil	0.1	0.05
Power	5.89	1.58
Financial Technology (Fintech)	0.73	-
Healthcare Services	1.43	1.79
Realty	0.54	4.09
Consumable Fuels	0.03	0.02
Transport Infrastructure	0.12	4.61
Retailing	0.78	0.5
Insurance	1.46	0.16
Leisure Services	0.25	3.22
Commercial Services & Supplies	0.07	-
Capital Markets	-	1.09
Fertilizers & Agrochemicals	-	1.09
Chemicals & Petrochemicals	-	1.25
Gas	-	0.05
Transport Services	-	1.01
Industrial Products	-	1.16
Electrical Equipment	-	0.26
Textiles & Apparels	-	2.17
Auto Components	-	2.86
Metals & Minerals Trading	-	0.09
Minerals & Mining	-	0.09