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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 9.17% 9.56%
3 Year 21.43% 23.27%
5 Year 27.42% 31.36%

Risk Management

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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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
Fund Manage 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 33.96 31.53
Large Cap 60.7 54.06
Mid Cap 3.21 11.87
Small Cap 2.16 2.49

Sector Allocation

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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