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)	₹724 Cr	₹250 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	0.63%	0.64%
6 Month	1.91%	2.4%
1 Year	6.62%	7.33%
3 Year	9.61%	10.73%
5 Year	10.87%	11.01%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	2.4%	2.91%
1 Year	6.11%	7.25%
3 Year	8.48%	10.44%
5 Year	8.46%	9.6%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	7.79%	7.11%
3 Year	8.46%	7.08%
5 Year	8.48%	6.92%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	3.684%	4.048%
Sharp	0.321%	0.516%
Beta	-	-
Alpha	-	-

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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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	-16.18	34.75
Large Cap	58.02	55.69
Mid Cap	7.79	8.02
Small Cap	0.95	1.55

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	-16.18	34.29
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	-
Communication Services	-	5.41
Energy	-	6.21
Industrials	-	12.58
Healthcare	-	4.33
Basic Materials	-	5.5
Financial Services	-	19.96
Consumer Defensive	-	2.97
Technology	-	3.32
Consumer Cyclical	-	0.83
Utilities	-	4.59