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) | ₹724 Cr | ₹216 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 |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.66% | 1.09% |
| 6 Month | 3.8% | 3.72% |
| 1 Year | 7.74% | 11.72% |
| 3 Year | 6.38% | 9.08% |
| 5 Year | 5.75% | 9.27% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.42% | 9.63% |
| 3 Year | 7.11% | 11.11% |
| 5 Year | 6.23% | 10.38% |
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.9% | 6.98% |
| 3 Year | 8.64% | 7.02% |
| 5 Year | 8.12% | 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 | -20.69 | 30.31 |
| Large Cap | 61.28 | 14.56 |
| Mid Cap | 4.16 | 4.11 |
| Small Cap | 0.83 | 1.34 |
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | -20.69 | 30.31 |
| Petroleum Products | 7.05 | 1.75 |
| IT - Software | 5.12 | 2.76 |
| Cement & Cement Products | 1.03 | 0.49 |
| Construction | 3.95 | 0.85 |
| Finance | 4.06 | 0.92 |
| Ferrous Metals | 0.13 | 0.2 |
| Banks | 17.1 | 5.18 |
| Diversified FMCG | 3.69 | 0.67 |
| Non - Ferrous Metals | 0.05 | - |
| Pharmaceuticals & Biotechnology | 0.87 | 1.32 |
| Aerospace & Defense | 1.88 | - |
| Automobiles | 3.46 | 0.3 |
| Telecom - Services | 2.51 | 0.85 |
| Consumer Durables | 1.53 | 0.7 |
| Agricultural Food & other Products | 0.14 | - |
| Oil | 0.12 | - |
| Power | 6.42 | 1.04 |
| Financial Technology (Fintech) | 0.85 | 0.34 |
| Healthcare Services | 1.19 | - |
| Transport Services | 2.32 | 0.41 |
| Transport Infrastructure | 0.12 | -0.03 |
| Retailing | 0.72 | - |
| Insurance | 1.14 | -0.01 |
| Leisure Services | 0.26 | - |
| Beverages | 0.44 | - |
| Commercial Services & Supplies | 0.12 | - |
| Electrical Equipment | - | 0.36 |
| Agricultural, Commercial & Construction Vehicles | - | 0.45 |
| Industrial Products | - | 0.44 |
| Auto Components | - | 0.56 |
| Industrial Manufacturing | - | 0.46 |
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