FRANKLIN INDIA EQUITY SAVINGS FUND vs Tata Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| 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 | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹625 Cr | ₹156 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Aug 2018 | 26 Apr 1997 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 59.93% |
| Expense Ratio | 1.12 | 1.11 |
| Manager | Sailesh Jain | |
| ISIN Code | INF090I01PA3 | INF277K01907 |
| Exits Load | Nil/365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.86% | 0.62% |
| 6 Month | 6.03% | 7.13% |
| 1 Year | 12.28% | 16.57% |
| 3 Year | 8.2% | 9.24% |
| 5 Year | 9.28% | 9.71% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.15% | 7.44% |
| 3 Year | 13.73% | 17.25% |
| 5 Year | 26.33% | 29% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.81% | 6.96% |
| 3 Year | 8.64% | 7.03% |
| 5 Year | 8.08% | 6.87% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.12% | 3.99% |
| Sharp | 0.39% | 0.72% |
| Beta | 0.7% | 0.82% |
| Alpha | -0.69% | 0.33% |
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| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Sailesh Jain | |
| Total AUM | ₹17041 Cr | |
| Fund Manage | 7 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.96 | 31.53 |
| Large Cap | 60.7 | 54.06 |
| Mid Cap | 3.21 | 11.87 |
| Small Cap | 2.16 | 2.49 |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 58.87 | 47.79 |
| Automobile | 0.45 | 1.64 |
| Services | 2.16 | 1.78 |
| Technology | 2.81 | 3.25 |
| Consumer Staples | 0.54 | 2.22 |
| Healthcare | 0.46 | 2.05 |
| Materials | 0.38 | 0.58 |
| Energy | 0.99 | 5.12 |
| Financial | 21.57 | 8.65 |
| Insurance | 0.25 | 1.17 |
| Consumer Discretionary | 0.64 | - |
| Capital Goods | 1.75 | 6.77 |
| Communication | 0.97 | 1.82 |
| Sovereign | 6.97 | 6.7 |
| Construction | 1.22 | 2.01 |
| Unclassified | - | 8.4 |
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