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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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Tata Equity Savings Fund -Regular Plan-Growth Option

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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)	₹687 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	0.06%	0.01%
6 Month	2.48%	2.4%
1 Year	5.83%	6.42%
3 Year	8.27%	10.01%
5 Year	8.38%	8.87%

SIP Return Analysis

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	1.42%	1.65%
1 Year	6.51%	7.05%
3 Year	7.7%	9.06%
5 Year	7.75%	8.9%

Rolling Lumpsum Returns

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	7.27%	7.01%
3 Year	8.45%	7.16%
5 Year	8.81%	6.97%

Risk Management

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	2.70%	3.52%
Sharp	0.38%	0.79%
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	34.89	32.38
Large Cap	57.58	60.4
Mid Cap	5.22	6.41
Small Cap	2.31	0.82

Sector Allocation

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	34.81	31.5
Energy	4.89	4.75
Technology	3.42	3.78
Industrials	4.79	10.48
Basic Materials	2.03	4.27
Financial Services	24.31	23.89
Consumer Defensive	3.38	4.69
Healthcare	2.85	3.98
Consumer Cyclical	6.97	1.62
Communication Services	6.25	6.39
Utilities	5.72	4.65
Real Estate	0.57	-

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