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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹695 Cr | ₹277 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 59.93% |
| Expense Ratio | 1.12 | 1.13 |
| Manager | Sailesh Jain | |
| ISIN Code | INF090I01PA3 | INF277K01907 |
| Exits Load | Data not available./365 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.2% | 0.32% |
| 6 Month | 2.4% | 2.28% |
| 1 Year | 5.95% | 6.69% |
| 3 Year | 8.38% | 10.14% |
| 5 Year | 7.87% | 8.53% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.74% | 1.96% |
| 1 Year | 7.13% | 7.78% |
| 3 Year | 7.77% | 9.16% |
| 5 Year | 7.73% | 8.91% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.24% | 7% |
| 3 Year | 8.43% | 7.16% |
| 5 Year | 8.79% | 6.98% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.12% | 3.99% |
| Sharp | 0.9% | 1.18% |
| Beta | 0.54% | 0.79% |
| Alpha | 0.08% | 0.79% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Sailesh Jain | |
| Total AUM | ₹17041 Cr | |
| Funds Managed | 7 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.8 | 32 |
| Large Cap | 57.76 | 60.52 |
| Mid Cap | 5.25 | 6.68 |
| Small Cap | 2.18 | 0.8 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.26 | 31.06 |
| Energy | 5.05 | 4.92 |
| Technology | 3.57 | 2.27 |
| Industrials | 5.35 | 10.56 |
| Basic Materials | 1.94 | 4.09 |
| Financial Services | 24.94 | 25.8 |
| Consumer Defensive | 2.47 | 4.61 |
| Healthcare | 2.8 | 4.2 |
| Consumer Cyclical | 7.11 | 1.65 |
| Communication Services | 6.55 | 6.42 |
| Utilities | 5.46 | 4.42 |
| Real Estate | 0.52 | - |
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