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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) | ₹687 Cr | ₹5823 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| 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 | 0.47% | 0.7% |
| 6 Month | 2.63% | 2.6% |
| 1 Year | 4.96% | 5.08% |
| 3 Year | 7.81% | 9.86% |
| 5 Year | 8.39% | 10.94% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.77% | 2.35% |
| 1 Year | 7.29% | 9.49% |
| 3 Year | 7.93% | 9.37% |
| 5 Year | 7.82% | 9.64% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.32% | 8.37% |
| 3 Year | 8.46% | 9.94% |
| 5 Year | 8.83% | 9.49% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 2.70% | 4.39% |
| Sharp | 0.38% | 0.70% |
| 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 | 34.89 | 33.88 |
| Large Cap | 57.58 | 59.7 |
| Mid Cap | 5.22 | 2.66 |
| Small Cap | 2.31 | 3.77 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 34.81 | 29.68 |
| Energy | 4.89 | 8.06 |
| Technology | 3.42 | 3.88 |
| Industrials | 4.79 | 7.06 |
| Basic Materials | 2.03 | 4.18 |
| Financial Services | 24.31 | 23.7 |
| Consumer Defensive | 3.38 | 2.11 |
| Healthcare | 2.85 | 5.57 |
| Consumer Cyclical | 6.97 | 9.25 |
| Communication Services | 6.25 | 2.42 |
| Utilities | 5.72 | 2.39 |
| Real Estate | 0.57 | 1.71 |
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