Hybrid | Equity Savings Fund
3Y Returns
4.58%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
0.86%
Fund Size
₹152 Cr
Inception Date
27-Aug-18
Fund Manager
Rajasa Kakulavarapu
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
69.18%
Debt & Others
30.82%
Market Cap Allocation
Large Cap
62.47%
Mid Cap
4.10%
Small Cap
6.39%
Other Cap
27.04%
Investment Objective
The Scheme Intends To Generate Long-Term Capital Appreciation By Investing A Portion Of Thescheme'S Assets In Equity And Equity Related Instruments. The Scheme Also Intends To Generateincome Through Investments In Fixed Income Securities And Using Arbitrage And Other Derivativestrategies.
Fund House Detail
AMC Name
Franklin Templeton Asset Management (India) Private Limited
Address
Indiabulls Finance Centre; Tower 2,12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W)Mumbai 400013
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
19.28%
3Y
12.1%
5Y
12.24%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
16.47%
3Y
11.11%
5Y
12.11%
Invesco India Equity Savings Fund - Direct Growth
1Y
23.36%
3Y
11.02%
5Y
11.22%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
18.35%
3Y
10.8%
5Y
12.23%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
16.02%
3Y
10.62%
5Y
11.81%
Mirae Asset Equity Savings Fund Direct Growth
1Y
18.48%
3Y
10.54%
5Y
13.09%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.54%
3Y
10.41%
5Y
11.76%
Dsp Equity Savings Fund - Dir - Growth
1Y
18.78%
3Y
10.25%
5Y
11.24%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
18.19%
3Y
10.16%
5Y
10.2%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
17.09%
3Y
9.73%
5Y
13.07%
Axis Equity Saver Fund Direct Growth
1Y
19.27%
3Y
9.38%
5Y
11.19%
Tata Equity Savings Fund Direct Plan Growth
1Y
17.01%
3Y
9.36%
5Y
10.34%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
11.29%
3Y
9.12%
5Y
8.83%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
13.48%
3Y
8.6%
5Y
6.55%
Franklin India Equity Savings Fund - Direct Growth
1Y
12.45%
3Y
8.15%
5Y
10.12%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.54%
3Y
7.82%
5Y
9.13%
Union Equity Savings Fund Direct Plan - Growth
1Y
13.84%
3Y
7.5%
5Y
8.92%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
10.45%
3Y
6.86%
5Y
8.36%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
11.34%
3Y
6.68%
5Y
9.32%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
NA
3Y
2.94%
5Y
6.39%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
1.28%
5Y
6.4%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
20.38%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
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