FRANKLIN INDIA EQUITY SAVINGS FUND vs Mahindra Manulife Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Mahindra Manulife Equity Savings Fund - Regular Plan - 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 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 Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹502 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 05 Feb 2017
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 353%
Expense Ratio 1.12 2.39
Manager Kush Sonigara
ISIN Code INF090I01PA3 INF174V01150
Exits Load Nil/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 15 days./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Month 0.86% 0.56%
6 Month 6.03% 7.57%
1 Year 12.28% 17.21%
3 Year 8.2% 9.81%
5 Year 9.28% 12.37%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 5.15% 6.81%
3 Year 13.73% 17.58%
5 Year 26.33% 34.12%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
1 Year 9.17% 12.02%
3 Year 21.43% 27.51%
5 Year 27.42% 36.53%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.12% 5.82%
Sharp 0.39% 0.62%
Beta 0.7% 1.08%
Alpha -0.69% 0.2%

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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
Fund Manage 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 33.96 33.08
Large Cap 60.7 55.65
Mid Cap 3.21 4.46
Small Cap 2.16 6.81

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

Others 58.87 29.68
Financial 21.57 -
Automobile 0.45 -
Sovereign 6.97 -
Materials 0.38 -
Communication 0.97 -
Energy 0.99 -
Healthcare 0.46 -
Technology 2.81 -
Consumer Staples 0.54 -
Capital Goods 1.75 -
Construction 1.22 1.28
Services 2.16 -
Insurance 0.25 0.7
Consumer Discretionary 0.64 -
Cement & Cement Products - 9.67
Petroleum Products - 4.05
Finance - 4.8
Banks - 12.62
Diversified FMCG - 4.5
Realty - 2.53
Pharmaceuticals & Biotechnology - 3.45
IT - Software - 5.45
Power - 2.07
Ferrous Metals - 2.45
Non - Ferrous Metals - 1.53
Consumable Fuels - 1.1
Gas - 1.08
Agricultural Food & other Products - 1.47
Auto Components - 1.76
Automobiles - 1.59
Consumer Durables - 1.31
Retailing - 0.72
Textiles & Apparels - 0.69
Fertilizers & Agrochemicals - 0.66
Personal Products - 0.66
Industrial Products - 1.03
Agricultural, Commercial & Construction Vehicles - 0.54
Telecom - Services - 0.52
Industrial Manufacturing - 0.49
Capital Markets - 0.48
IT - Services - 0.39
Chemicals & Petrochemicals - 0.38
Household Products - 0.35

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