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 | 1.29% | 3.05% |
6 Month | 2.19% | 1.42% |
1 Year | 7.6% | 8.85% |
3 Year | 8.07% | 10.13% |
5 Year | 11.47% | 13.67% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.44% |
1 Year | 5.24% | 4.01% |
3 Year | 8.57% | 10.8% |
5 Year | 8.71% | 10.64% |
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% | 0.33% |
Beta | - | 0.91% |
Alpha | - | 0.71% |
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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 | |
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 | 34.27 |
Large Cap | 59.33 | 42.02 |
Mid Cap | 6.88 | 7.16 |
Small Cap | 1.05 | 16.55 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.75 | 33.39 |
Energy | 7.14 | 4.29 |
Technology | 7 | 1.6 |
Basic Materials | 1.28 | 7.46 |
Industrials | 7.39 | 6.66 |
Financial Services | 24.46 | 27.03 |
Consumer Defensive | 2.56 | 0.13 |
Healthcare | 2.2 | 3.39 |
Consumer Cyclical | 6.39 | 12.41 |
Communication Services | 5.23 | 1.48 |
Utilities | 3.6 | 1.36 |
Real Estate | - | 0.8 |
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