FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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 | Average | Moderate |
Asset Size (Cr) | ₹724 Cr | ₹572 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 | 1.6 |
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 | 1.26% | 1.57% |
6 Month | 1.87% | 2.34% |
1 Year | 7.72% | 10.47% |
3 Year | 7.9% | 10.03% |
5 Year | 11.54% | 11.64% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.5% | 1.96% |
1 Year | 5.24% | 6.59% |
3 Year | 8.57% | 11.21% |
5 Year | 8.71% | 10.31% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.95% | 8.68% |
3 Year | 8.49% | 8.78% |
5 Year | 8.33% | 8.77% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.684% | 4.089% |
Sharp | 0.321% | 0.716% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | |
Funds Managed | 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 | 32.75 | 34.35 |
Large Cap | 59.33 | 46.78 |
Mid Cap | 6.88 | 12.37 |
Small Cap | 1.05 | 6.5 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.75 | 31.74 |
Energy | 7.14 | 10.61 |
Technology | 7 | 3.67 |
Basic Materials | 1.28 | 8.54 |
Industrials | 7.39 | 8.32 |
Financial Services | 24.46 | 17.32 |
Consumer Defensive | 2.56 | 1.94 |
Healthcare | 2.2 | 3.58 |
Consumer Cyclical | 6.39 | 9.31 |
Communication Services | 5.23 | 2.02 |
Utilities | 3.6 | 2.52 |
Real Estate | - | 0.45 |
Top Comparisons
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns10.65%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.06%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.78%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns12.12%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns13.35%
LIC MF ELSS Regular Plan-Growth
3Y Returns14.92%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns13.82%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns12.12%