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FRANKLIN INDIA EQUITY SAVINGS FUND vs HDFC Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon 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) ₹678 Cr ₹5546 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 0.87% 0.98%
6 Month 2.79% 3.25%
1 Year 6.56% 6.06%
3 Year 9.79% 12.02%
5 Year 10.62% 13.02%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
6 Month 2.87% 4.32%
1 Year 7.28% 8.22%
3 Year 8.92% 10.94%
5 Year 8.72% 10.98%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
1 Year 7.79% 8.52%
3 Year 8.46% 9.88%
5 Year 8.48% 9.46%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
Standard Deviation 3.57% 4.93%
Sharp 0.59% 0.85%
Beta - -
Alpha - -

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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
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 -16.18 33.86
Large Cap 58.02 58.5
Mid Cap 7.79 3.5
Small Cap 0.95 4.14

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

HDFC Equity Savings Fund - GROWTH PLAN

Others -16.18 33.83
Petroleum Products 6.87 -
IT - Software 5.43 -
Cement & Cement Products 1.87 -
Construction 2.19 -
Ferrous Metals 0.13 -
Finance 2.57 -
Banks 18.68 -
Diversified FMCG 1.27 -
Non - Ferrous Metals 0.16 -
Pharmaceuticals & Biotechnology 1.32 -
Aerospace & Defense 2.93 -
Automobiles 3.69 -
Telecom - Services 5.32 -
Consumer Durables 1.7 -
Agricultural Food & other Products 0.19 -
Beverages 1.04 -
Oil 0.1 -
Power 5.89 -
Financial Technology (Fintech) 0.73 -
Healthcare Services 1.43 -
Realty 0.54 -
Consumable Fuels 0.03 -
Transport Infrastructure 0.12 -
Retailing 0.78 -
Insurance 1.46 -
Leisure Services 0.25 -
Commercial Services & Supplies 0.07 -
Energy - 6.35
Technology - 5.68
Industrials - 5.1
Consumer Defensive - 4.67
Basic Materials - 3.37
Financial Services - 19.87
Healthcare - 4.94
Consumer Cyclical - 11.74
Communication Services - 1.81
Utilities - 2.63

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