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) | ₹674 Cr | ₹5674 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 | 0.28% | -0.31% |
6 Month | 4.01% | 5.19% |
1 Year | 5.52% | 4.04% |
3 Year | 8.18% | 10.04% |
5 Year | 10.07% | 12.23% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
6 Month | 1.81% | 1.86% |
1 Year | 5.92% | 5.28% |
3 Year | 8.09% | 9.24% |
5 Year | 8.09% | 9.84% |
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 | 34.46 | 35.21 |
Large Cap | 58.19 | 57.73 |
Mid Cap | 6.52 | 2.75 |
Small Cap | 0.84 | 4.32 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
---|---|---|
Others | 34.37 | 31.33 |
Energy | 7.19 | 7.35 |
Technology | 5.28 | 5 |
Basic Materials | 2.18 | 3.31 |
Industrials | 4.61 | 6.12 |
Financial Services | 22.74 | 23.76 |
Consumer Defensive | 2.53 | 2.96 |
Healthcare | 2.99 | 5.7 |
Consumer Cyclical | 6.7 | 8.47 |
Communication Services | 5.21 | 2.05 |
Utilities | 5.66 | 2.32 |
Real Estate | 0.53 | 1.61 |
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