- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹667 Cr | ₹426 Cr | ₹426 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 | -0.03% | -0.71% | -0.71% |
| 6 Month | 3.29% | 3.72% | 3.72% |
| 1 Year | 5.13% | 4.46% | 4.46% |
| 3 Year | 8.47% | 11.16% | 11.16% |
| 5 Year | 10.32% | 9.55% | 9.55% |
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 | 1.9% | 2.61% | 2.61% |
| 1 Year | 5.81% | 4.61% | 4.61% |
| 3 Year | 8.15% | 11.04% | 11.04% |
| 5 Year | 8.18% | 9.72% | 9.72% |
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 | 7.61% | 8.84% | 8.84% |
| 3 Year | 8.53% | 8.03% | 8.03% |
| 5 Year | 8.61% | 9.62% | 9.62% |
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 | 2.96% | 5.62% | 5.62% |
| Sharp | 0.65% | 0.81% | 0.81% |
| Beta | - | - | - |
| Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.65 | 36.02 | 36.02 |
| Large Cap | 59.47 | 44.36 | 44.36 |
| Mid Cap | 6.93 | 10.8 | 10.8 |
| Small Cap | 0.94 | 8.81 | 8.81 |
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 | 32.55 | 33.24 | 33.24 |
| Energy | 7.69 | 2.67 | 2.67 |
| Technology | 5.87 | 6.93 | 6.93 |
| Basic Materials | 2.3 | 6.13 | 6.13 |
| Industrials | 4.91 | 9.33 | 9.33 |
| Financial Services | 23.75 | 19.91 | 19.91 |
| Consumer Defensive | 2.39 | 6.3 | 6.3 |
| Healthcare | 2.58 | 4.18 | 4.18 |
| Consumer Cyclical | 5.91 | 6.39 | 6.39 |
| Communication Services | 5.68 | 1.29 | 1.29 |
| Utilities | 5.77 | 3.06 | 3.06 |
| Real Estate | 0.6 | 0.56 | 0.56 |
Top Comparisons
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.5%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.49%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns21.26%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns28.36%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.1%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.83%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns18.62%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns13.91%
