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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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tortoise-icon Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

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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 Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Investment Plan Growth Growth Growth
Level of Risk Average Moderate Moderate
Asset Size (Cr) ₹724 Cr ₹1067 Cr ₹1067 Cr
Min Investment ₹5000 ₹100 ₹100
Min SIP Invesment ₹500 ₹200000 ₹200000
Min Addl Investment ₹1000 ₹100 ₹100
Launch Date 27 Aug 2018 02 Jan 2013 02 Jan 2013
Category Equity Savings Equity Savings Equity Savings
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % % %
Expense Ratio 1.12 0.75 0.75
Manager Dwijendra Srivastava Dwijendra Srivastava
ISIN Code INF090I01PA3 INF173K01GZ9 INF173K01GZ9
Exits Load Data not available./365 Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365 Sundaram Equity Savings Fund - Direct Plan - Growth Accumulation Plan charges 0.5% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
1 Month 1.26% 2% 2%
6 Month 1.87% 1.43% 1.43%
1 Year 7.72% 11.7% 11.7%
3 Year 7.9% 12.51% 12.51%
5 Year 11.54% 16.85% 16.85%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
6 Month 1.5% 2.07% 2.07%
1 Year 5.24% 6.5% 6.5%
3 Year 8.57% 13.38% 13.38%
5 Year 8.71% 13.57% 13.57%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
1 Year 7.95% 9.43% 9.43%
3 Year 8.49% 9.27% 9.27%
5 Year 8.33% 10.01% 10.01%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Standard Deviation 3.684% 5.681% 5.681%
Sharp 0.321% 0.875% 0.875%
Beta - - -
Alpha - - -

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
Name Dwijendra Srivastava Dwijendra Srivastava
Total AUM ₹14140 Cr ₹14140 Cr
Funds Managed 14 14
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Others 32.75 27.55 27.55
Large Cap 59.33 58.49 58.49
Mid Cap 6.88 8.77 8.77
Small Cap 1.05 5.19 5.19

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

Others 32.75 27.69 27.69
Energy 7.14 8.35 8.35
Technology 7 8.85 8.85
Basic Materials 1.28 2.65 2.65
Industrials 7.39 6.64 6.64
Financial Services 24.46 21.31 21.31
Consumer Defensive 2.56 4.31 4.31
Healthcare 2.2 3.57 3.57
Consumer Cyclical 6.39 10.06 10.06
Communication Services 5.23 5.78 5.78
Utilities 3.6 0.54 0.54
Real Estate - 0.25 0.25

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