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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) | ₹685 Cr | ₹786 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 | -0.14% | -1.45% |
| 6 Month | 2.31% | 3.3% |
| 1 Year | 6.4% | 8.57% |
| 3 Year | 8.54% | 13.32% |
| 5 Year | 8.14% | 11.43% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.51% | -2.16% |
| 1 Year | 4.52% | 3.8% |
| 3 Year | 6.99% | 9.07% |
| 5 Year | 7.36% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.22% | 7.75% |
| 3 Year | 8.43% | 9.8% |
| 5 Year | 8.77% | 8.56% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.12% | 4.64% |
| Sharp | 0.9% | 1.01% |
| Beta | 0.54% | 0.86% |
| Alpha | 0.08% | 3.87% |
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 | 38.3 | 38.57 |
| Large Cap | 54.08 | 42.83 |
| Mid Cap | 5.42 | 12.16 |
| Small Cap | 2.2 | 6.45 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.25 | 27.74 |
| Energy | 5.4 | 1.68 |
| Technology | 3.68 | 4.66 |
| Industrials | 5.32 | 12.13 |
| Basic Materials | 2.01 | 1.53 |
| Financial Services | 25.25 | 27.35 |
| Consumer Defensive | 1.97 | 3.05 |
| Healthcare | 2.74 | 4.39 |
| Consumer Cyclical | 7.14 | 11.37 |
| Communication Services | 6.56 | 4.95 |
| Utilities | 5.19 | 1.16 |
| Real Estate | 0.5 | - |
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