FRANKLIN INDIA EQUITY SAVINGS FUND vs Invesco India Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Low to Moderate Moderately High Moderately High
Asset Size (Cr) ₹625 Cr ₹207 Cr ₹207 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 Aug 2018 15 Feb 2019 15 Feb 2019
Category Equity Savings Equity Savings Equity Savings
Fund Type 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 2.31 2.31
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF090I01PA3 INF205KA1023 INF205KA1023
Exits Load Nil/365 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./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 0.86% 1.88% 1.88%
6 Month 6.03% 12.21% 12.21%
1 Year 12.28% 22.01% 22.01%
3 Year 8.2% 10.24% 10.24%
5 Year 9.28% 10.22% 10.22%

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 Year 5.15% 9.7% 9.7%
3 Year 13.73% 20.48% 20.48%
5 Year 26.33% 30.39% 30.39%

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 9.17% 9.37% 9.37%
3 Year 21.43% 23.26% 23.26%
5 Year 27.42% 33.04% 33.04%

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 0.39% 0.6% 0.6%
Beta 0.7% 0.92% 0.92%
Alpha -0.69% 0.21% 0.21%

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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
Fund Manage 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 33.96 36.04 36.04
Large Cap 60.7 45.57 45.57
Mid Cap 3.21 9.4 9.4
Small Cap 2.16 8.99 8.99

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 58.87 46.38 46.38
Automobile 0.45 1.37 1.37
Services 2.16 7.1 7.1
Technology 2.81 1.31 1.31
Consumer Staples 0.54 1.63 1.63
Healthcare 0.46 5.36 5.36
Materials 0.38 0.73 0.73
Energy 0.99 0.6 0.6
Financial 21.57 9.7 9.7
Insurance 0.25 0.56 0.56
Consumer Discretionary 0.64 2.04 2.04
Capital Goods 1.75 4.87 4.87
Communication 0.97 - -
Sovereign 6.97 9.62 9.62
Construction 1.22 0.88 0.88
Chemicals - 0.59 0.59
Metals & Mining - 0.24 0.24
Textiles - 0.41 0.41
Unclassified - 6.61 6.61

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