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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Kotak Equity Savings Fund - Regular - 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 Kotak Equity Savings Fund - Regular - Growth
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Average Moderately High
Asset Size (Cr) ₹724 Cr ₹8177 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 % 492.24%
Expense Ratio 1.12 1.76
Manager Abhishek Bisen
ISIN Code INF090I01PA3 INF174K01C78
Exits Load Data not available./365 Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
1 Month 1.26% 2.24%
6 Month 1.87% 0.68%
1 Year 7.72% 8.01%
3 Year 7.9% 10.82%
5 Year 11.54% 13.08%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
6 Month 1.5% 1.45%
1 Year 5.24% 3.21%
3 Year 8.57% 10.87%
5 Year 8.71% 10.92%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
1 Year 7.95% 8.74%
3 Year 8.49% 8.81%
5 Year 8.33% 8.68%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Standard Deviation 3.684% 5.035%
Sharp 0.321% 0.584%
Beta - -
Alpha - -

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth
Name Abhishek Bisen
Total AUM ₹0 Cr
Funds Managed 33
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Kotak Equity Savings Fund - Regular - Growth

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Kotak Equity Savings Fund - Regular - Growth

Others 32.75 33.25
Large Cap 59.33 49.67
Mid Cap 6.88 9.11
Small Cap 1.05 7.96

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Kotak Equity Savings Fund - Regular - Growth

Others 32.75 32.97
Energy 7.14 4.49
Technology 7 3.54
Basic Materials 1.28 6.18
Industrials 7.39 5.06
Financial Services 24.46 14.57
Consumer Defensive 2.56 5.04
Healthcare 2.2 1.04
Consumer Cyclical 6.39 11.11
Communication Services 5.23 9.32
Utilities 3.6 6.36
Real Estate - 0.31

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