FRANKLIN INDIA EQUITY SAVINGS FUND vs Tata Equity Savings Fund compare

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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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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 Risk
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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	0.27%	-0.16%
6 Month	1.11%	0.88%
1 Year	6.85%	8.21%
3 Year	7.56%	8.67%
5 Year	8.59%	8.88%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	4.59%	4.79%
3 Year	8.26%	9.73%
5 Year	8.86%	9.55%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.15%	7.05%
3 Year	8.53%	7.05%
5 Year	8.27%	6.89%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	3.976%	3.977%
Sharp	0.192%	0.591%
Beta	-	-
Alpha	-	-

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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	-23.85	30.31
Large Cap	57.7	14.56
Mid Cap	7.22	4.11
Small Cap	1.19	1.34

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	-23.85	30.31
Petroleum Products	6.99	1.75
IT - Software	4.98	2.76
Cement & Cement Products	0.99	0.49
Construction	4.05	0.85
Ferrous Metals	0.13	0.2
Finance	4.7	0.92
Banks	16.96	5.18
Diversified FMCG	1.39	0.67
Non - Ferrous Metals	0.14	-
Pharmaceuticals & Biotechnology	0.93	1.32
Aerospace & Defense	1.92	-
Automobiles	3.89	0.3
Telecom - Services	4.85	0.85
Consumer Durables	1.8	0.7
Agricultural Food & other Products	0.14	-
Beverages	1.2	-
Oil	0.11	-
Power	3.51	1.04
Financial Technology (Fintech)	1.08	0.34
Healthcare Services	1.27	-
Transport Services	2.68	0.41
Transport Infrastructure	0.11	-0.03
Retailing	0.85	-
Insurance	1	-0.01
Leisure Services	0.31	-
Commercial Services & Supplies	0.13	-
Electrical Equipment	-	0.36
Agricultural, Commercial & Construction Vehicles	-	0.45
Industrial Products	-	0.44
Auto Components	-	0.56
Industrial Manufacturing	-	0.46