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 Tata Equity Savings Fund -Regular Plan-Growth Option

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 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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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 - -

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 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 -16.18 34.75
Large Cap 58.02 55.69
Mid Cap 7.79 8.02
Small Cap 0.95 1.55

Sector Allocation

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

Top Comparisons

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns19.61%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns17.16%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns23.14%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns23.17%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns11.72%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns12.24%

Compare Now

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns16.02%

Compare Now
Add to Cart Successfully