FRANKLIN INDIA EQUITY SAVINGS FUND vs HDFC Equity Savings Fund compare

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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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HDFC Equity Savings Fund - GROWTH PLAN

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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	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)	₹657 Cr	₹5739 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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
1 Month	0.85%	0.99%
6 Month	3.52%	4.21%
1 Year	5.93%	5.35%
3 Year	8.49%	10.56%
5 Year	9.79%	12.44%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
6 Month	1.8%	1.82%
1 Year	7.3%	8.37%
3 Year	8.19%	9.51%
5 Year	8.05%	9.86%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
1 Year	7.49%	8.4%
3 Year	8.49%	9.93%
5 Year	8.72%	9.48%

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation	2.81%	4.47%
Sharp	0.55%	0.79%
Beta	-	-
Alpha	-	-

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

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
Others	34.72	34.16
Large Cap	57.68	59.11
Mid Cap	6.8	2.64
Small Cap	0.8	4.09

Scheme Name	FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH	HDFC Equity Savings Fund - GROWTH PLAN
Others	34.64	30.01
Energy	7.46	7.59
Technology	5.17	4.33
Industrials	4.89	7.18
Basic Materials	2.04	4.3
Financial Services	22.06	23.22
Consumer Defensive	2.29	2.47
Healthcare	2.98	5.45
Consumer Cyclical	6.74	9.08
Communication Services	5.4	2.24
Utilities	5.83	2.41
Real Estate	0.51	1.72