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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) | ₹657 Cr | ₹723 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 | 0.75% | 0.51% |
| 6 Month | 3.95% | 10.12% |
| 1 Year | 5.78% | 5.05% |
| 3 Year | 8.53% | 14.06% |
| 5 Year | 10.02% | 13.66% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.8% | 4.83% |
| 1 Year | 7.3% | 13.71% |
| 3 Year | 8.19% | 13.86% |
| 5 Year | 8.05% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.49% | 7.91% |
| 3 Year | 8.49% | 9.59% |
| 5 Year | 8.72% | 8.48% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 2.81% | 7.29% |
| Sharp | 0.55% | 0.88% |
| 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 | 34.72 | 38.94 |
| Large Cap | 57.68 | 36.57 |
| Mid Cap | 6.8 | 17.79 |
| Small Cap | 0.8 | 6.7 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.64 | 31.45 |
| Energy | 7.46 | 1.73 |
| Technology | 5.17 | 5.12 |
| Industrials | 4.89 | 7.55 |
| Basic Materials | 2.04 | 2.8 |
| Financial Services | 22.06 | 25.49 |
| Consumer Defensive | 2.29 | 2.93 |
| Healthcare | 2.98 | 7.72 |
| Consumer Cyclical | 6.74 | 8.47 |
| Communication Services | 5.4 | 5.32 |
| Utilities | 5.83 | 1.38 |
| Real Estate | 0.51 | 0.04 |
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