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 Risk |
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 | 0.27% | -2.48% |
6 Month | 1.11% | -2.24% |
1 Year | 6.85% | 4.9% |
3 Year | 7.56% | 8.84% |
5 Year | 8.59% | 9.89% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.59% | -0.56% |
3 Year | 8.26% | 9.12% |
5 Year | 8.86% | 10.05% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.15% | 9.28% |
3 Year | 8.53% | 9.03% |
5 Year | 8.27% | 8.69% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.976% | 4.73% |
Sharp | 0.192% | 0.48% |
Beta | - | 0.83% |
Alpha | - | 0.88% |
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Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | |
Total AUM | ₹434274 Cr | |
Fund Manage | 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 | -23.85 | -7.3 |
Large Cap | 57.7 | 37.02 |
Mid Cap | 7.22 | 13.35 |
Small Cap | 1.19 | 20.78 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -23.85 | -7.3 |
Petroleum Products | 6.99 | 2.35 |
IT - Software | 4.98 | 1.83 |
Cement & Cement Products | 0.99 | 0.91 |
Construction | 4.05 | 1.81 |
Ferrous Metals | 0.13 | 0.64 |
Finance | 4.7 | 5.11 |
Banks | 16.96 | 19.06 |
Diversified FMCG | 1.39 | 0.04 |
Non - Ferrous Metals | 0.14 | 2.78 |
Pharmaceuticals & Biotechnology | 0.93 | 1.38 |
Aerospace & Defense | 1.92 | 0.65 |
Automobiles | 3.89 | 3.02 |
Telecom - Services | 4.85 | 1.69 |
Consumer Durables | 1.8 | 2.76 |
Agricultural Food & other Products | 0.14 | - |
Beverages | 1.2 | 0.14 |
Oil | 0.11 | 0.11 |
Power | 3.51 | 0.91 |
Financial Technology (Fintech) | 1.08 | 0.61 |
Healthcare Services | 1.27 | 0.97 |
Transport Services | 2.68 | 1.24 |
Transport Infrastructure | 0.11 | 4.99 |
Retailing | 0.85 | 0.99 |
Insurance | 1 | 0.1 |
Leisure Services | 0.31 | 1.81 |
Commercial Services & Supplies | 0.13 | - |
Electrical Equipment | - | 0.45 |
Industrial Manufacturing | - | 0.6 |
Personal Products | - | 0.09 |
Capital Markets | - | 0.98 |
Realty | - | 1.94 |
Fertilizers & Agrochemicals | - | 0.86 |
Chemicals & Petrochemicals | - | 1.48 |
Gas | - | 1 |
Industrial Products | - | 1.72 |
Diversified Metals | - | 0.05 |
Food Products | - | 0.09 |
Household Products | - | 0.91 |
Auto Components | - | 2.79 |
Metals & Minerals Trading | - | 0.16 |
Consumable Fuels | - | 0.17 |
Minerals & Mining | - | 0.13 |
Textiles & Apparels | - | 1.83 |
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