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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Moderate | Moderate |
| Asset Size (Cr) | ₹724 Cr | ₹1067 Cr | ₹1067 Cr |
| Min Investment | ₹5000 | ₹100 | ₹100 |
| Min SIP Invesment | ₹500 | ₹200000 | ₹200000 |
| Min Addl Investment | ₹1000 | ₹100 | ₹100 |
| Launch Date | 27 Aug 2018 | 02 Jan 2013 | 02 Jan 2013 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | % | % |
| Expense Ratio | 1.12 | 0.75 | 0.75 |
| Manager | Dwijendra Srivastava | Dwijendra Srivastava | |
| ISIN Code | INF090I01PA3 | INF173K01GZ9 | INF173K01GZ9 |
| Exits Load | Data not available./365 | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 | Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| 1 Month | 0.63% | 1.51% | 1.51% |
| 6 Month | 1.91% | 2.96% | 2.96% |
| 1 Year | 6.62% | 9.49% | 9.49% |
| 3 Year | 9.61% | 14.85% | 14.85% |
| 5 Year | 10.87% | 16.15% | 16.15% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| 6 Month | 2.4% | 4.36% | 4.36% |
| 1 Year | 6.11% | 9.48% | 9.48% |
| 3 Year | 8.48% | 13.75% | 13.75% |
| 5 Year | 8.46% | 13.54% | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| 1 Year | 7.79% | 9.52% | 9.52% |
| 3 Year | 8.46% | 9.37% | 9.37% |
| 5 Year | 8.48% | 10.08% | 10.08% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 3.684% | 5.681% | 5.681% |
| Sharp | 0.321% | 0.875% | 0.875% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| Name | Dwijendra Srivastava | Dwijendra Srivastava | |
| Total AUM | ₹14140 Cr | ₹14140 Cr | |
| Funds Managed | 14 | 14 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option | Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| Others | -16.18 | 27.55 | 27.55 |
| Large Cap | 58.02 | 58.49 | 58.49 |
| Mid Cap | 7.79 | 8.77 | 8.77 |
| Small Cap | 0.95 | 5.19 | 5.19 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option |
|---|---|---|---|
| Others | -16.18 | 27.69 | 27.69 |
| Petroleum Products | 6.87 | - | - |
| IT - Software | 5.43 | - | - |
| Cement & Cement Products | 1.87 | - | - |
| Construction | 2.19 | - | - |
| Ferrous Metals | 0.13 | - | - |
| Finance | 2.57 | - | - |
| Banks | 18.68 | - | - |
| Diversified FMCG | 1.27 | - | - |
| Non - Ferrous Metals | 0.16 | - | - |
| Pharmaceuticals & Biotechnology | 1.32 | - | - |
| Aerospace & Defense | 2.93 | - | - |
| Automobiles | 3.69 | - | - |
| Telecom - Services | 5.32 | - | - |
| Consumer Durables | 1.7 | - | - |
| Agricultural Food & other Products | 0.19 | - | - |
| Beverages | 1.04 | - | - |
| Oil | 0.1 | - | - |
| Power | 5.89 | - | - |
| Financial Technology (Fintech) | 0.73 | - | - |
| Healthcare Services | 1.43 | - | - |
| Realty | 0.54 | - | - |
| Consumable Fuels | 0.03 | - | - |
| Transport Infrastructure | 0.12 | - | - |
| Retailing | 0.78 | - | - |
| Insurance | 1.46 | - | - |
| Leisure Services | 0.25 | - | - |
| Commercial Services & Supplies | 0.07 | - | - |
| Energy | - | 8.35 | 8.35 |
| Technology | - | 8.85 | 8.85 |
| Basic Materials | - | 2.65 | 2.65 |
| Industrials | - | 6.64 | 6.64 |
| Financial Services | - | 21.31 | 21.31 |
| Consumer Defensive | - | 4.31 | 4.31 |
| Healthcare | - | 3.57 | 3.57 |
| Consumer Cyclical | - | 10.06 | 10.06 |
| Communication Services | - | 5.78 | 5.78 |
| Real Estate | - | 0.25 | 0.25 |
| Utilities | - | 0.54 | 0.54 |
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