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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 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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