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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) | ₹687 Cr | ₹5997 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 | 0.21% | -0.28% |
| 6 Month | 2.92% | 2.36% |
| 1 Year | 5.79% | 4.92% |
| 3 Year | 8.5% | 11.91% |
| 5 Year | 8.44% | 10.09% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.18% | 0.46% |
| 1 Year | 6.27% | 6.66% |
| 3 Year | 7.67% | 9.17% |
| 5 Year | 7.73% | 9.53% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.27% | 8.64% |
| 3 Year | 8.45% | 9.43% |
| 5 Year | 8.81% | 8.89% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.70% | 4.73% |
| Sharp | 0.38% | 0.99% |
| Beta | - | 0.94% |
| Alpha | - | 1.68% |
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 | 34.89 | 33.84 |
| Large Cap | 57.58 | 44.55 |
| Mid Cap | 5.22 | 10.7 |
| Small Cap | 2.31 | 10.91 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.81 | 26.94 |
| Energy | 4.89 | 5.73 |
| Technology | 3.42 | 1.96 |
| Industrials | 4.79 | 6.38 |
| Basic Materials | 2.03 | 11.42 |
| Financial Services | 24.31 | 24.9 |
| Consumer Defensive | 3.38 | 2.39 |
| Healthcare | 2.85 | 2.44 |
| Consumer Cyclical | 6.97 | 10.94 |
| Communication Services | 6.25 | 1.11 |
| Utilities | 5.72 | 0.95 |
| Real Estate | 0.57 | 4.82 |
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