FRANKLIN INDIA EQUITY SAVINGS FUND vs Edelweiss Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Invest Now

tortoise-icon Edelweiss 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 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) ₹625 Cr ₹439 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2018 05 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 87%
Expense Ratio 1.12 1.56
Manager Dhawal Dalal
ISIN Code INF090I01PA3 INF843K01KG9
Exits Load Nil/365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.86% 1.46%
6 Month 6.03% 8.36%
1 Year 12.28% 17.47%
3 Year 8.2% 9.74%
5 Year 9.28% 11.2%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.15% 7.57%
3 Year 13.73% 18.17%
5 Year 26.33% 31.29%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 9.17% 10.33%
3 Year 21.43% 24.66%
5 Year 27.42% 33.06%

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% 0.76%
Beta 0.7% 0.73%
Alpha -0.69% 0.63%

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 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 33.96 35.98
Large Cap 60.7 43.95
Mid Cap 3.21 15.51
Small Cap 2.16 4.55

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 58.87 56.09
Automobile 0.45 2.04
Services 2.16 2.52
Technology 2.81 2.13
Consumer Staples 0.54 1.65
Healthcare 0.46 1.85
Materials 0.38 0.9
Energy 0.99 2.58
Financial 21.57 8.36
Insurance 0.25 -
Consumer Discretionary 0.64 -
Capital Goods 1.75 0.67
Communication 0.97 0.96
Sovereign 6.97 15.22
Construction 1.22 1.57
Textiles - 0.17
Metals & Mining - 0.38
Chemicals - 0.47
Unclassified - 2.43

Top Comparisons

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns18.34%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns14.18%

Compare Now

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns5.96%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns6.06%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns5.99%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.32%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns19.55%

Compare Now
Request call back
Add to Cart Successfully