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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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 | 1.26% | 1.52% |
| 6 Month | 1.87% | 2.61% |
| 1 Year | 7.72% | 9.77% |
| 3 Year | 7.9% | 9.27% |
| 5 Year | 11.54% | 11.49% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.94% |
| 1 Year | 5.24% | 6.28% |
| 3 Year | 8.57% | 10.49% |
| 5 Year | 8.71% | 9.75% |
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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