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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) | ₹724 Cr | ₹402 Cr | ₹402 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 | 0.63% | 1.22% | 1.22% |
| 6 Month | 1.91% | 0.17% | 0.17% |
| 1 Year | 6.62% | 6.81% | 6.81% |
| 3 Year | 9.61% | 12.41% | 12.41% |
| 5 Year | 10.87% | 10.27% | 10.27% |
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 | 2.4% | 3.83% | 3.83% |
| 1 Year | 6.11% | 5.96% | 5.96% |
| 3 Year | 8.48% | 11.96% | 11.96% |
| 5 Year | 8.46% | 10.15% | 10.15% |
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 | 7.79% | 9.05% | 9.05% |
| 3 Year | 8.46% | 7.97% | 7.97% |
| 5 Year | 8.48% | 9.5% | 9.5% |
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 | 3.684% | 6.046% | 6.046% |
| Sharp | 0.321% | 0.363% | 0.363% |
| Beta | - | - | - |
| Alpha | - | - | - |
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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 | |
| 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 | -16.18 | 34.17 | 34.17 |
| Large Cap | 58.02 | 47.43 | 47.43 |
| Mid Cap | 7.79 | 8.99 | 8.99 |
| Small Cap | 0.95 | 9.41 | 9.41 |
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 | -16.18 | 33.65 | 33.65 |
| Petroleum Products | 6.87 | - | - |
| IT - Software | 5.43 | - | - |
| Cement & Cement Products | 1.87 | - | - |
| Construction | 2.19 | - | - |
| Ferrous Metals | 0.13 | - | - |
| Finance | 2.57 | - | - |
| Banks | 18.68 | - | - |
| Diversified FMCG | 1.27 | - | - |
| Non - Ferrous Metals | 0.16 | - | - |
| Pharmaceuticals & Biotechnology | 1.32 | - | - |
| Aerospace & Defense | 2.93 | - | - |
| Automobiles | 3.69 | - | - |
| Telecom - Services | 5.32 | - | - |
| Consumer Durables | 1.7 | - | - |
| Agricultural Food & other Products | 0.19 | - | - |
| Beverages | 1.04 | - | - |
| Oil | 0.1 | - | - |
| Power | 5.89 | - | - |
| Financial Technology (Fintech) | 0.73 | - | - |
| Healthcare Services | 1.43 | - | - |
| Realty | 0.54 | - | - |
| Consumable Fuels | 0.03 | - | - |
| Transport Infrastructure | 0.12 | - | - |
| Retailing | 0.78 | - | - |
| Insurance | 1.46 | - | - |
| Leisure Services | 0.25 | - | - |
| Commercial Services & Supplies | 0.07 | - | - |
| Energy | - | 3.2 | 3.2 |
| Technology | - | 9.68 | 9.68 |
| Healthcare | - | 6.33 | 6.33 |
| Consumer Defensive | - | 7.49 | 7.49 |
| Industrials | - | 7.25 | 7.25 |
| Financial Services | - | 17.82 | 17.82 |
| Consumer Cyclical | - | 5.1 | 5.1 |
| Utilities | - | 3.41 | 3.41 |
| Basic Materials | - | 4.97 | 4.97 |
| Real Estate | - | 0.74 | 0.74 |
| Communication Services | - | 0.35 | 0.35 |
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