FRANKLIN INDIA EQUITY SAVINGS FUND vs Edelweiss Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Edelweiss 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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹724 Cr ₹539 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 Aug 2018 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 87%
Expense Ratio 1.12 1.59
Manager Dhawal Dalal
ISIN Code INF090I01PA3 INF843K01KG9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.57% 1.44%
6 Month 3.64% 4.43%
1 Year 7.65% 13.18%
3 Year 6.4% 9.72%
5 Year 5.75% 10.67%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.42% 10.49%
3 Year 7.11% 11.93%
5 Year 6.23% 11.04%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 7.9% 8.56%
3 Year 8.64% 8.69%
5 Year 8.12% 8.49%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.12% 3.86%
Sharp 0.39% 0.63%
Beta 0.7% 0.23%
Alpha -0.69% 1.16%

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Dhawal Dalal
Total AUM ₹25974 Cr
Fund Manage 12
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -20.69 35.98
Large Cap 61.28 43.95
Mid Cap 4.16 15.51
Small Cap 0.83 4.55

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -20.69 56.09
Petroleum Products 7.05 -
IT - Software 5.12 -
Cement & Cement Products 1.03 -
Construction 3.95 1.57
Finance 4.06 -
Ferrous Metals 0.13 -
Banks 17.1 -
Diversified FMCG 3.69 -
Non - Ferrous Metals 0.05 -
Pharmaceuticals & Biotechnology 0.87 -
Aerospace & Defense 1.88 -
Automobiles 3.46 -
Telecom - Services 2.51 -
Consumer Durables 1.53 -
Agricultural Food & other Products 0.14 -
Oil 0.12 -
Power 6.42 -
Financial Technology (Fintech) 0.85 -
Healthcare Services 1.19 -
Transport Services 2.32 -
Transport Infrastructure 0.12 -
Retailing 0.72 -
Insurance 1.14 -
Leisure Services 0.26 -
Beverages 0.44 -
Commercial Services & Supplies 0.12 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

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