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FRANKLIN INDIA EQUITY SAVINGS FUND vs Tata Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Tata Equity Savings Fund -Regular 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 Tata Equity Savings Fund -Regular Plan-Growth Option
Fund FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Average Low to Moderate
Asset Size (Cr) ₹724 Cr ₹250 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Aug 2018 18 Aug 2003
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 59.93%
Expense Ratio 1.12 1.13
Manager Sailesh Jain
ISIN Code INF090I01PA3 INF277K01907
Exits Load Data not available./365 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 1.08% 1.6%
6 Month 0.53% 0.6%
1 Year 6.52% 8.05%
3 Year 7.45% 8.53%
5 Year 12.12% 11.74%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month 0.79% 1.04%
1 Year 4.37% 4.95%
3 Year 8.32% 10.16%
5 Year 8.68% 9.64%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 7.95% 7.05%
3 Year 8.49% 7.05%
5 Year 8.33% 6.89%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 3.684% 4.048%
Sharp 0.321% 0.516%
Beta - -
Alpha - -

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Fund Managers

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
Name Sailesh Jain
Total AUM ₹17041 Cr
Funds Managed 7
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 32.75 34.75
Large Cap 59.33 55.69
Mid Cap 6.88 8.02
Small Cap 1.05 1.55

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 32.75 34.29
Energy 7.14 6.21
Technology 7 3.32
Basic Materials 1.28 5.5
Industrials 7.39 12.58
Financial Services 24.46 19.96
Consumer Defensive 2.56 2.97
Healthcare 2.2 4.33
Consumer Cyclical 6.39 0.83
Communication Services 5.23 5.41
Utilities 3.6 4.59

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