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 Risk |
Asset Size (Cr) | ₹724 Cr | ₹5584 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 | 0.06% | -0.87% |
6 Month | 1.22% | -1.51% |
1 Year | 7.04% | 5.2% |
3 Year | 7.44% | 9.16% |
5 Year | 8.69% | 10.78% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | - | - |
1 Year | 4.66% | 0.87% |
3 Year | 8.2% | 9.25% |
5 Year | 8.74% | 10.5% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
1 Year | 8.15% | 8.6% |
3 Year | 8.53% | 9.9% |
5 Year | 8.27% | 9.44% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Standard Deviation | 4.12% | 4.68% |
Sharp | 0.39% | 0.9% |
Beta | 0.7% | 0.88% |
Alpha | -0.69% | 1.46% |
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Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Name | Anil Bamboli | |
Total AUM | ₹135442 Cr | |
Fund Manage | 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 | -23.85 | 65.48 |
Large Cap | 57.7 | 57.55 |
Mid Cap | 7.22 | 5.1 |
Small Cap | 1.19 | 5.25 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | -23.85 | 65.48 |
Petroleum Products | 6.99 | 2.86 |
IT - Software | 4.98 | 3.63 |
Cement & Cement Products | 0.99 | 0.32 |
Construction | 4.05 | 1.99 |
Ferrous Metals | 0.13 | 2.22 |
Finance | 4.7 | 1.26 |
Banks | 16.96 | 19.19 |
Diversified FMCG | 1.39 | 2.02 |
Non - Ferrous Metals | 0.14 | 0.53 |
Pharmaceuticals & Biotechnology | 0.93 | 4.99 |
Aerospace & Defense | 1.92 | 0.39 |
Automobiles | 3.89 | 7.11 |
Telecom - Services | 4.85 | 1.67 |
Consumer Durables | 1.8 | 3.02 |
Agricultural Food & other Products | 0.14 | 0.02 |
Beverages | 1.2 | 3.21 |
Oil | 0.11 | 0.32 |
Power | 3.51 | 3.39 |
Financial Technology (Fintech) | 1.08 | - |
Healthcare Services | 1.27 | 0.52 |
Transport Services | 2.68 | - |
Transport Infrastructure | 0.11 | 2.52 |
Retailing | 0.85 | - |
Insurance | 1 | 1.72 |
Leisure Services | 0.31 | - |
Commercial Services & Supplies | 0.13 | - |
Realty | - | 1.57 |
Fertilizers & Agrochemicals | - | 0.57 |
Entertainment | - | 0.2 |
Agricultural, Commercial & Construction Vehicles | - | 1.08 |
Auto Components | - | 0.74 |
Chemicals & Petrochemicals | - | 0.18 |
Consumable Fuels | - | 0.41 |
Paper, Forest & Jute Products | - | 0.25 |
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