FRANKLIN INDIA EQUITY SAVINGS FUND vs Mahindra Manulife Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderate |
Asset Size (Cr) | ₹724 Cr | ₹564 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2018 | 01 Feb 2017 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | 353% |
Expense Ratio | 1.12 | 2.37 |
Manager | Kush Sonigara | |
ISIN Code | INF090I01PA3 | INF174V01150 |
Exits Load | Data not available./365 | Mahindra Manulife Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.33% | -0.96% |
6 Month | -0.19% | -4.1% |
1 Year | 6.1% | 3.6% |
3 Year | 7.85% | 8.1% |
5 Year | 10.44% | 12.48% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.47% | -2.53% |
1 Year | 2.75% | -2.92% |
3 Year | 7.72% | 7.55% |
5 Year | 8.35% | 8.9% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.95% | 8.08% |
3 Year | 8.49% | 10.34% |
5 Year | 8.33% | 9.22% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.684% | 5.693% |
Sharp | 0.321% | 0.259% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Kush Sonigara | |
Total AUM | ₹889 Cr | |
Funds Managed | 3 | |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.75 | 33.12 |
Large Cap | 59.33 | 50.52 |
Mid Cap | 6.88 | 8.35 |
Small Cap | 1.05 | 8.01 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.75 | 33.02 |
Energy | 7.14 | 5.14 |
Technology | 7 | 6.33 |
Basic Materials | 1.28 | 10.94 |
Industrials | 7.39 | 6.44 |
Financial Services | 24.46 | 18.32 |
Consumer Defensive | 2.56 | 6.14 |
Healthcare | 2.2 | 3.85 |
Consumer Cyclical | 6.39 | 6.87 |
Communication Services | 5.23 | 0.35 |
Utilities | 3.6 | 2.61 |
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