FRANKLIN INDIA EQUITY SAVINGS FUND vs Axis Equity Saver Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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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 Axis Equity Savings Fund - Regular Plan - Growth
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹724 Cr ₹1020 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 Aug 2018 14 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 34.8%
Expense Ratio 1.12 2.24
Manager Hardik Shah
ISIN Code INF090I01PA3 INF846K01VO3
Exits Load Data not available./365 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
1 Month 0.66% 0.89%
6 Month 3.8% 3.97%
1 Year 7.74% 11.35%
3 Year 6.38% 8.44%
5 Year 5.75% 9.82%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 7.42% 8.56%
3 Year 7.11% 11.55%
5 Year 6.23% 10.86%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
1 Year 7.9% 8.75%
3 Year 8.64% 8.73%
5 Year 8.12% 8.82%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.12% 5.7%
Sharp 0.39% 0.52%
Beta 0.7% 1.14%
Alpha -0.69% -0.71%

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth
Name Hardik Shah
Total AUM ₹0 Cr
Fund Manage 12
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Axis Equity Savings Fund - Regular Plan - Growth

Others -20.69 1.73
Large Cap 61.28 55.47
Mid Cap 4.16 5.48
Small Cap 0.83 6.58

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Axis Equity Savings Fund - Regular Plan - Growth

Others -20.69 1.73
Petroleum Products 7.05 8.16
IT - Software 5.12 6.28
Cement & Cement Products 1.03 1.52
Construction 3.95 3.6
Finance 4.06 2.56
Ferrous Metals 0.13 2.53
Banks 17.1 15.89
Diversified FMCG 3.69 2.63
Non - Ferrous Metals 0.05 1.16
Pharmaceuticals & Biotechnology 0.87 4.21
Aerospace & Defense 1.88 0.13
Automobiles 3.46 2.23
Telecom - Services 2.51 2.41
Consumer Durables 1.53 1.23
Agricultural Food & other Products 0.14 -
Oil 0.12 0.26
Power 6.42 1.82
Financial Technology (Fintech) 0.85 -
Healthcare Services 1.19 0.94
Transport Services 2.32 -
Transport Infrastructure 0.12 -
Retailing 0.72 0.9
Insurance 1.14 1.57
Leisure Services 0.26 0.03
Beverages 0.44 0.86
Commercial Services & Supplies 0.12 0.87
Electrical Equipment - 0.35
Auto Components - 2.05
Personal Products - 0.38
Capital Markets - 0.01
Diversified Metals - 0.63
Food Products - 0.47
Realty - 0.82
Industrial Products - 0.16
Chemicals & Petrochemicals - 0.17
Consumable Fuels - 0.22
Fertilizers & Agrochemicals - 0.19
Industrial Manufacturing - 0.29

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