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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) | ₹657 Cr | ₹270 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 | 0.55% | 0.69% |
| 6 Month | 3.29% | 3.08% |
| 1 Year | 5.73% | 6.11% |
| 3 Year | 8.03% | 9.78% |
| 5 Year | 9.5% | 9.54% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.34% |
| 1 Year | 6.67% | 6.89% |
| 3 Year | 7.84% | 9.21% |
| 5 Year | 7.77% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.49% | 7.06% |
| 3 Year | 8.49% | 7.13% |
| 5 Year | 8.72% | 6.95% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.74% | 3.55% |
| Sharp | 0.48% | 0.83% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.72 | 35.11 |
| Large Cap | 57.68 | 58.04 |
| Mid Cap | 6.8 | 6.07 |
| Small Cap | 0.8 | 0.77 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.64 | 34.33 |
| Energy | 7.46 | 4.39 |
| Technology | 5.17 | 3.51 |
| Industrials | 4.89 | 9.91 |
| Basic Materials | 2.04 | 4.32 |
| Financial Services | 22.06 | 22.66 |
| Consumer Defensive | 2.29 | 4.81 |
| Healthcare | 2.98 | 3.82 |
| Consumer Cyclical | 6.74 | 1.62 |
| Communication Services | 5.4 | 5.89 |
| Utilities | 5.83 | 4.74 |
| Real Estate | 0.51 | - |
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