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) | ₹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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