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 | 2.01% | 2.49% |
6 Month | 1.66% | -1.09% |
1 Year | 7.5% | 5.53% |
3 Year | 7.65% | 7.82% |
5 Year | 11.2% | 13.33% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Mahindra Manulife Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 0.87% |
1 Year | 5.24% | 1.71% |
3 Year | 8.57% | 8.96% |
5 Year | 8.71% | 9.49% |
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 | - | - |
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 | 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 |
Top Comparisons
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns7.78%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns7.78%
UTI Infrastructure Fund-Growth Option
3Y Returns20.11%
Quant Infrastructure Fund - Growth Option
3Y Returns15.95%
Nippon India Liquid Fund -Growth Plan
3Y Returns6.75%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.78%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns17.75%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns8.89%