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FRANKLIN INDIA EQUITY SAVINGS FUND vs HDFC Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹667 Cr | ₹5663 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹300 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Aug 2018 | 17 Sep 2004 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 27.79% |
| Expense Ratio | 1.12 | 1.89 |
| Manager | Anil Bamboli | |
| ISIN Code | INF090I01PA3 | INF179K01AM7 |
| Exits Load | Data not available./365 | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | -0.32% | -1.17% |
| 6 Month | 3.05% | 3.34% |
| 1 Year | 5.17% | 3.58% |
| 3 Year | 8.29% | 10.17% |
| 5 Year | 10.15% | 12.36% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.69% | 1.96% |
| 1 Year | 5.32% | 4.61% |
| 3 Year | 7.89% | 9.04% |
| 5 Year | 7.98% | 9.72% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.61% | 8.44% |
| 3 Year | 8.53% | 9.91% |
| 5 Year | 8.61% | 9.47% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 2.96% | 4.61% |
| Sharp | 0.65% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Name | Anil Bamboli | |
| Total AUM | ₹135442 Cr | |
| Funds Managed | 12 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.65 | 34.24 |
| Large Cap | 59.47 | 58.36 |
| Mid Cap | 6.93 | 3.21 |
| Small Cap | 0.94 | 4.19 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.55 | 30.27 |
| Energy | 7.69 | 7.86 |
| Technology | 5.87 | 5.66 |
| Basic Materials | 2.3 | 4.27 |
| Industrials | 4.91 | 6.41 |
| Financial Services | 23.75 | 22.52 |
| Consumer Defensive | 2.39 | 3.44 |
| Healthcare | 2.58 | 4.53 |
| Consumer Cyclical | 5.91 | 8.91 |
| Communication Services | 5.68 | 2.15 |
| Utilities | 5.77 | 2.36 |
| Real Estate | 0.6 | 1.6 |
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