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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) | ₹674 Cr | ₹655 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 | 0.48% | 2.41% |
| 6 Month | 4.01% | 9.2% |
| 1 Year | 5.33% | 3.93% |
| 3 Year | 8.2% | 13.11% |
| 5 Year | 9.86% | 13.29% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.81% | 4.81% |
| 1 Year | 5.92% | 7.11% |
| 3 Year | 8.09% | 12.77% |
| 5 Year | 8.09% | 12.1% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.61% | 8.03% |
| 3 Year | 8.53% | 9.53% |
| 5 Year | 8.61% | 8.45% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.96% | 7.29% |
| Sharp | 0.65% | 0.81% |
| 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 | 34.46 | 38.05 |
| Large Cap | 58.19 | 38.37 |
| Mid Cap | 6.52 | 17.46 |
| Small Cap | 0.84 | 6.12 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.37 | 32.02 |
| Energy | 7.19 | 1.94 |
| Technology | 5.28 | 2.64 |
| Basic Materials | 2.18 | 1.29 |
| Industrials | 4.61 | 10.18 |
| Financial Services | 22.74 | 26.43 |
| Consumer Defensive | 2.53 | 3.1 |
| Healthcare | 2.99 | 7.89 |
| Consumer Cyclical | 6.7 | 11.01 |
| Communication Services | 5.21 | 1.9 |
| Utilities | 5.66 | 1.55 |
| Real Estate | 0.53 | 0.05 |
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