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) | ₹658 Cr | ₹459 Cr | ₹459 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 | 0.79% | 1.54% | 1.54% |
6 Month | 5.18% | 7.54% | 7.54% |
1 Year | 4.89% | 2.41% | 2.41% |
3 Year | 8.23% | 11.09% | 11.09% |
5 Year | 9.97% | 9.3% | 9.3% |
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 | 1.63% | 1.72% | 1.72% |
1 Year | 6.39% | 6.02% | 6.02% |
3 Year | 8.06% | 10.74% | 10.74% |
5 Year | 8% | 9.6% | 9.6% |
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 | 2.88% | 5.70% | 5.70% |
Sharp | 0.43% | 0.62% | 0.62% |
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 | 34.37 | 37.01 | 37.01 |
Large Cap | 58.43 | 44.71 | 44.71 |
Mid Cap | 6.35 | 10.46 | 10.46 |
Small Cap | 0.85 | 7.82 | 7.82 |
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 | 34.28 | 34.21 | 34.21 |
Energy | 6.99 | 3.56 | 3.56 |
Technology | 5.34 | 7.17 | 7.17 |
Industrials | 4.57 | 8.8 | 8.8 |
Basic Materials | 2.23 | 7.66 | 7.66 |
Financial Services | 22.52 | 19.87 | 19.87 |
Consumer Defensive | 2.62 | 7.64 | 7.64 |
Healthcare | 3.08 | 1.28 | 1.28 |
Consumer Cyclical | 7.09 | 5.14 | 5.14 |
Communication Services | 5.15 | 1.52 | 1.52 |
Utilities | 5.61 | 2.71 | 2.71 |
Real Estate | 0.5 | 0.46 | 0.46 |
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