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FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹687 Cr | ₹759 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 75% |
| Expense Ratio | 1.12 | 1.51 |
| Manager | Mahesh A Chhabria | |
| ISIN Code | INF090I01PA3 | INF917K01AA5 |
| Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.59% | -0.16% |
| 6 Month | 3.19% | 5.57% |
| 1 Year | 5.23% | 1.86% |
| 3 Year | 7.75% | 13.32% |
| 5 Year | 8.61% | 12.07% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.77% | 1.52% |
| 1 Year | 7.29% | 10.02% |
| 3 Year | 7.93% | 11.78% |
| 5 Year | 7.82% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.32% | 7.84% |
| 3 Year | 8.46% | 9.72% |
| 5 Year | 8.83% | 8.53% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.70% | 7.28% |
| Sharp | 0.38% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Mahesh A Chhabria | |
| Total AUM | ₹15021 Cr | |
| Funds Managed | 9 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.89 | 37.06 |
| Large Cap | 57.58 | 38.44 |
| Mid Cap | 5.22 | 18.09 |
| Small Cap | 2.31 | 6.41 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.81 | 29.99 |
| Energy | 4.89 | 1.79 |
| Technology | 3.42 | 6.81 |
| Industrials | 4.79 | 6.16 |
| Basic Materials | 2.03 | 0.96 |
| Financial Services | 24.31 | 28.18 |
| Consumer Defensive | 3.38 | 3.35 |
| Healthcare | 2.85 | 7.5 |
| Consumer Cyclical | 6.97 | 8.38 |
| Communication Services | 6.25 | 5.54 |
| Utilities | 5.72 | 1.34 |
| Real Estate | 0.57 | 0 |
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