FRANKLIN INDIA EQUITY SAVINGS FUND vs SBI Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon SBI 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 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 Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹4866 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 01 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 39%
Expense Ratio 1.12 1.19
Manager Pradeep Kesavan
ISIN Code INF090I01PA3 INF200KA1DA4
Exits Load Nil/365 Exit load of 0.10% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
1 Month 0.86% 2.31%
6 Month 6.03% 10.77%
1 Year 12.28% 16.02%
3 Year 8.2% 10.58%
5 Year 9.28% 12.26%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 5.15% 7.52%
3 Year 13.73% 20.51%
5 Year 26.33% 35.97%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
1 Year 9.17% 11.78%
3 Year 21.43% 28.27%
5 Year 27.42% 38.1%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH SBI Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.12% 4.73%
Sharp 0.39% 0.69%
Beta 0.7% 0.83%
Alpha -0.69% 1.59%

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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 33.96 26.22
Large Cap 60.7 35.85
Mid Cap 3.21 8.09
Small Cap 2.16 9.59

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

SBI Equity Savings Fund - Regular Plan - Growth

Others 58.87 40.65
Automobile 0.45 0.74
Services 2.16 1.62
Technology 2.81 -9.7144514654701E-17
Consumer Staples 0.54 -6.9388939039072E-17
Healthcare 0.46 3.2959746043559E-17
Materials 0.38 2.35
Energy 0.99 2.74
Financial 21.57 14.68
Insurance 0.25 -
Consumer Discretionary 0.64 2
Capital Goods 1.75 0.71
Communication 0.97 2.95
Sovereign 6.97 6.11
Construction 1.22 2.55
Metals & Mining - 1.08
Textiles - 1.57

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