FRANKLIN INDIA EQUITY SAVINGS FUND vs Mirae Asset Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Mirae Asset 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹1123 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 15 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over % 620%
Expense Ratio 1.12 1.31
Manager Mahendra Kumar Jajoo
ISIN Code INF090I01PA3 INF769K01EI5
Exits Load Nil/365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month 0.86% 1.2%
6 Month 6.03% 9.4%
1 Year 12.28% 18.25%
3 Year 8.2% 10.65%
5 Year 9.28% 13.08%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 5.15% 7.44%
3 Year 13.73% 18.84%
5 Year 26.33% 35.63%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 9.17% 12.31%
3 Year 21.43% 28.63%
5 Year 27.42% 38.07%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.12% 5.04%
Sharp 0.39% 0.76%
Beta 0.7% 1%
Alpha -0.69% 0.74%

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Mahendra Kumar Jajoo
Total AUM ₹8876 Cr
Fund Manage 4
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 33.96 32.2
Large Cap 60.7 50.28
Mid Cap 3.21 9.39
Small Cap 2.16 4.06

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 58.87 42.01
Financial 21.57 17.96
Automobile 0.45 2.14
Sovereign 6.97 14.87
Materials 0.38 1.73
Communication 0.97 2.3
Energy 0.99 3.23
Healthcare 0.46 1.51
Technology 2.81 2.78
Consumer Staples 0.54 1.74
Capital Goods 1.75 1.62
Construction 1.22 1.69
Services 2.16 0.56
Insurance 0.25 0.24
Consumer Discretionary 0.64 0.29
Metals & Mining - 1.1
Chemicals - 0.16

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