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) | ₹687 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 | 0.06% | -1.1% | -1.1% |
| 6 Month | 2.98% | 0.09% | 0.09% |
| 1 Year | 5.54% | 0.18% | 0.18% |
| 3 Year | 7.93% | 10.39% | 10.39% |
| 5 Year | 8.33% | 8.12% | 8.12% |
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 | 1.18% | -1.14% | -1.14% |
| 1 Year | 6.27% | 1.63% | 1.63% |
| 3 Year | 7.67% | 7.89% | 7.89% |
| 5 Year | 7.73% | 8.28% | 8.28% |
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 | 7.27% | 8.25% | 8.25% |
| 3 Year | 8.45% | 8.2% | 8.2% |
| 5 Year | 8.81% | 9.4% | 9.4% |
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 | 2.70% | 5.60% | 5.60% |
| Sharp | 0.38% | 0.69% | 0.69% |
| 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 | 34.89 | 36.38 | 36.38 |
| Large Cap | 57.58 | 44.4 | 44.4 |
| Mid Cap | 5.22 | 10.68 | 10.68 |
| Small Cap | 2.31 | 8.54 | 8.54 |
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 | 34.81 | 31.98 | 31.98 |
| Energy | 4.89 | 3.47 | 3.47 |
| Technology | 3.42 | 6.65 | 6.65 |
| Industrials | 4.79 | 7.63 | 7.63 |
| Basic Materials | 2.03 | 6.52 | 6.52 |
| Financial Services | 24.31 | 23.18 | 23.18 |
| Consumer Defensive | 3.38 | 6.67 | 6.67 |
| Healthcare | 2.85 | 2.75 | 2.75 |
| Consumer Cyclical | 6.97 | 6.44 | 6.44 |
| Communication Services | 6.25 | 2.63 | 2.63 |
| Utilities | 5.72 | 1.67 | 1.67 |
| Real Estate | 0.57 | 0.42 | 0.42 |
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