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) | ₹657 Cr | ₹460 Cr | ₹460 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 | 0.61% | 0.17% | 0.17% |
| 6 Month | 3.39% | 1.95% | 1.95% |
| 1 Year | 6.32% | 4.01% | 4.01% |
| 3 Year | 8.08% | 10.84% | 10.84% |
| 5 Year | 9.22% | 8.79% | 8.79% |
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 | 1.5% | -0.05% | -0.05% |
| 1 Year | 6.67% | 3.83% | 3.83% |
| 3 Year | 7.84% | 9.11% | 9.11% |
| 5 Year | 7.77% | 8.8% | 8.8% |
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 | 7.36% | 8.44% | 8.44% |
| 3 Year | 8.48% | 8.13% | 8.13% |
| 5 Year | 8.81% | 9.45% | 9.45% |
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 | 2.74% | 5.58% | 5.58% |
| Sharp | 0.48% | 0.76% | 0.76% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 34.72 | 36.95 | 36.95 |
| Large Cap | 57.68 | 42.47 | 42.47 |
| Mid Cap | 6.8 | 12.15 | 12.15 |
| Small Cap | 0.8 | 8.42 | 8.42 |
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 | 34.64 | 33.56 | 33.56 |
| Energy | 7.46 | 2.93 | 2.93 |
| Technology | 5.17 | 7.1 | 7.1 |
| Industrials | 4.89 | 8.68 | 8.68 |
| Basic Materials | 2.04 | 7.71 | 7.71 |
| Financial Services | 22.06 | 20.67 | 20.67 |
| Consumer Defensive | 2.29 | 7.1 | 7.1 |
| Healthcare | 2.98 | 2.22 | 2.22 |
| Consumer Cyclical | 6.74 | 5.33 | 5.33 |
| Communication Services | 5.4 | 2.21 | 2.21 |
| Utilities | 5.83 | 2.01 | 2.01 |
| Real Estate | 0.51 | 0.48 | 0.48 |
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