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
Chart Comparison
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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