Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Invest Now

tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹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 1.05% 2.05%
6 Month 3.39% 3.92%
1 Year 6.79% 7.6%
3 Year 9.81% 13.22%
5 Year 10.67% 13.09%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
6 Month 2.87% 5.78%
1 Year 7.28% 10.89%
3 Year 8.92% 12.4%
5 Year 8.72% 11.4%

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 3.57% 4.73%
Sharp 0.59% 0.94%
Beta - 0.91%
Alpha - 1.22%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -16.18 9.46
Large Cap 58.02 41.39
Mid Cap 7.79 9.32
Small Cap 0.95 15.53

Sector Allocation

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

Top Comparisons

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

WhiteOak Capital Flexi Cap Fund Regular Plan Growth WhiteOak Capital Flexi Cap Fund Regular Plan Growth

3Y Returns0%

VS

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns22.42%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.37%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.32%

Compare Now

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns22.15%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns21.94%

Compare Now
Add to Cart Successfully