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 Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹4611 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹300
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2018 05 Sep 2004
Category Equity Savings Equity Savings
Fund Type Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over % 27.79%
Expense Ratio 1.12 1.92
Manager Anil Bamboli
ISIN Code INF090I01PA3 INF179K01AM7
Exits Load Nil/365 Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
1 Month 0.86% 1.03%
6 Month 6.03% 7.62%
1 Year 12.28% 18.35%
3 Year 8.2% 11.1%
5 Year 9.28% 12.04%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
6 Month - -
1 Year 5.15% 7.72%
3 Year 13.73% 19.76%
5 Year 26.33% 36.61%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HDFC Equity Savings Fund - GROWTH PLAN
1 Year 9.17% 11.81%
3 Year 21.43% 28.99%
5 Year 27.42% 38.18%

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 33.96 32.91
Large Cap 60.7 57.84
Mid Cap 3.21 5.2
Small Cap 2.16 4.05

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

HDFC Equity Savings Fund - GROWTH PLAN

Others 58.87 41.4
Automobile 0.45 2.2
Services 2.16 1.7
Technology 2.81 2.48
Consumer Staples 0.54 1.38
Healthcare 0.46 3.01
Materials 0.38 0.93
Energy 0.99 5.12
Financial 21.57 19.39
Insurance 0.25 0.24
Consumer Discretionary 0.64 0.23
Capital Goods 1.75 1.76
Communication 0.97 4.26
Sovereign 6.97 10.69
Construction 1.22 3.45
Metals & Mining - 1.1
Chemicals - 0.66

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