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FRANKLIN INDIA EQUITY SAVINGS FUND vs Invesco India Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Average | Moderately High | Moderately High |
| Asset Size (Cr) | ₹695 Cr | ₹423 Cr | ₹423 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2018 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 469% | 469% |
| Expense Ratio | 1.12 | 2.3 | 2.3 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | |
| ISIN Code | INF090I01PA3 | INF205KA1023 | INF205KA1023 |
| Exits Load | Data not available./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.6% | -0.33% | -0.33% |
| 6 Month | 2.83% | -1.13% | -1.13% |
| 1 Year | 5.7% | 0.1% | 0.1% |
| 3 Year | 8.29% | 10.66% | 10.66% |
| 5 Year | 8.28% | 8.06% | 8.06% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.74% | -0.28% | -0.28% |
| 1 Year | 7.13% | 2.7% | 2.7% |
| 3 Year | 7.77% | 7.84% | 7.84% |
| 5 Year | 7.73% | 8.23% | 8.23% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 7.25% | 8.22% | 8.22% |
| 3 Year | 8.45% | 8.24% | 8.24% |
| 5 Year | 8.8% | 9.38% | 9.38% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.12% | 5.03% | 5.03% |
| Sharp | 0.71% | 0.85% | 0.85% |
| Beta | 0.57% | 1.06% | 1.06% |
| Alpha | -0.23% | 0.76% | 0.76% |
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | |
| Total AUM | ₹24743 Cr | ₹24743 Cr | |
| Funds Managed | 19 | 19 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | -14.24 | 31.41 | 31.41 |
| Large Cap | 59.66 | 47.81 | 47.81 |
| Mid Cap | 3.89 | 12.23 | 12.23 |
| Small Cap | 2.18 | 8.55 | 8.55 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | -17.9 | 31.41 | 31.41 |
| Petroleum Products | 5.04 | 3.47 | 3.47 |
| IT - Software | 3.56 | 4.8 | 4.8 |
| Construction | 2.1 | 0.83 | 0.83 |
| Ferrous Metals | 0.25 | 2.03 | 2.03 |
| Finance | 3.04 | 4.44 | 4.44 |
| Banks | 19.74 | 17.76 | 17.76 |
| Diversified FMCG | 1.08 | 1.97 | 1.97 |
| CRISIL AAA | 3.66 | - | - |
| Pharmaceuticals & Biotechnology | 1.35 | 0.94 | 0.94 |
| Aerospace & Defense | 3.19 | 0.32 | 0.32 |
| Cement & Cement Products | 1.7 | 2.1 | 2.1 |
| Automobiles | 3.68 | 3.69 | 3.69 |
| Telecom - Services | 6.54 | 2.63 | 2.63 |
| Agricultural Food & other Products | 0.19 | - | - |
| Beverages | 0.53 | 3.5 | 3.5 |
| Food Products | 0.67 | 1.2 | 1.2 |
| Power | 5.46 | 1.67 | 1.67 |
| Consumer Durables | 2.35 | 3.11 | 3.11 |
| Financial Technology (Fintech) | 0.52 | - | - |
| Healthcare Services | 1.45 | 0.09 | 0.09 |
| Realty | 0.52 | 0.42 | 0.42 |
| Retailing | 1.08 | 0.89 | 0.89 |
| Insurance | 1.63 | 0.78 | 0.78 |
| Commercial Services & Supplies | 0.06 | 0.54 | 0.54 |
| Non - Ferrous Metals | - | 0.29 | 0.29 |
| Electrical Equipment | - | 0.91 | 0.91 |
| Industrial Products | - | 1.23 | 1.23 |
| Healthcare Equipment & Supplies | - | 1.3 | 1.3 |
| Chemicals & Petrochemicals | - | 1.65 | 1.65 |
| Capital Markets | - | 0.75 | 0.75 |
| Auto Components | - | 2.21 | 2.21 |
| Transport Services | - | 1.82 | 1.82 |
| Industrial Manufacturing | - | 1.25 | 1.25 |
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