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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) | ₹658 Cr | ₹5691 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 | 0.49% | 1.03% |
| 6 Month | 4.9% | 7.03% |
| 1 Year | 4.7% | 3.2% |
| 3 Year | 7.86% | 9.88% |
| 5 Year | 9.9% | 12.3% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.63% | 2.09% |
| 1 Year | 6.39% | 7.47% |
| 3 Year | 8.06% | 9.55% |
| 5 Year | 8% | 9.91% |
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 | 2.88% | 4.58% |
| Sharp | 0.43% | 0.65% |
| 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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