- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
FRANKLIN INDIA EQUITY SAVINGS FUND vs SBI Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹724 Cr | ₹5705 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 39% |
| Expense Ratio | 1.12 | 1.42 |
| Manager | Pradeep Kesavan | |
| ISIN Code | INF090I01PA3 | INF200KA1DA4 |
| Exits Load | Data not available./365 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% 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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.46% | 3.42% |
| 6 Month | 0.91% | -2.12% |
| 1 Year | 6.88% | 6.56% |
| 3 Year | 7.58% | 9.22% |
| 5 Year | 12.19% | 14.27% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.79% | -1.21% |
| 1 Year | 4.37% | 0.67% |
| 3 Year | 8.32% | 9.93% |
| 5 Year | 8.68% | 10.25% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.95% | 9.28% |
| 3 Year | 8.49% | 9.03% |
| 5 Year | 8.33% | 8.69% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.684% | 4.73% |
| Sharp | 0.321% | 0.39% |
| Beta | - | 0.89% |
| Alpha | - | 0.52% |
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 | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | |
| Total AUM | ₹434274 Cr | |
| Funds Managed | 43 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.75 | 33.63 |
| Large Cap | 59.33 | 39.99 |
| Mid Cap | 6.88 | 7.23 |
| Small Cap | 1.05 | 19.15 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.75 | 32.78 |
| Energy | 7.14 | 4.51 |
| Technology | 7 | 0.85 |
| Basic Materials | 1.28 | 6.84 |
| Industrials | 7.39 | 8.21 |
| Financial Services | 24.46 | 23.99 |
| Consumer Defensive | 2.56 | 0.26 |
| Healthcare | 2.2 | 3.71 |
| Consumer Cyclical | 6.39 | 14.43 |
| Communication Services | 5.23 | 1.86 |
| Utilities | 3.6 | 1.65 |
| Real Estate | - | 0.91 |
Top Comparisons
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns13.21%
LIC MF Equity Hybrid Fund-Growth
3Y Returns10.19%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.85%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns6.47%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.04%
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
3Y Returns8.14%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns12.37%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns12.37%
