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) | ₹674 Cr | ₹438 Cr | ₹438 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 | 0.28% | -1.27% | -1.27% |
6 Month | 4.01% | 5.61% | 5.61% |
1 Year | 5.52% | 3.76% | 3.76% |
3 Year | 8.18% | 10.55% | 10.55% |
5 Year | 10.07% | 9.33% | 9.33% |
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 | 1.81% | 1.37% | 1.37% |
1 Year | 5.92% | 3.44% | 3.44% |
3 Year | 8.09% | 10.41% | 10.41% |
5 Year | 8.09% | 9.37% | 9.37% |
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 | - | - | - |
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 | 34.46 | 36.99 | 36.99 |
Large Cap | 58.19 | 43.88 | 43.88 |
Mid Cap | 6.52 | 10.85 | 10.85 |
Small Cap | 0.84 | 8.28 | 8.28 |
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 | 34.37 | 33.84 | 33.84 |
Energy | 7.19 | 2.07 | 2.07 |
Technology | 5.28 | 6.41 | 6.41 |
Basic Materials | 2.18 | 6.95 | 6.95 |
Industrials | 4.61 | 10.13 | 10.13 |
Financial Services | 22.74 | 20.61 | 20.61 |
Consumer Defensive | 2.53 | 5.65 | 5.65 |
Healthcare | 2.99 | 4.19 | 4.19 |
Consumer Cyclical | 6.7 | 5.63 | 5.63 |
Communication Services | 5.21 | 1.15 | 1.15 |
Utilities | 5.66 | 2.86 | 2.86 |
Real Estate | 0.53 | 0.52 | 0.52 |
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