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FRANKLIN INDIA EQUITY SAVINGS FUND vs HDFC Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
HDFC Equity Savings Fund - GROWTH PLAN
Chart Comparison
Overview
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹724 Cr | ₹5584 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹300 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Aug 2018 | 17 Sep 2004 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | % | 27.79% |
| Expense Ratio | 1.12 | 1.89 |
| Manager | Anil Bamboli | |
| ISIN Code | INF090I01PA3 | INF179K01AM7 |
| Exits Load | Data not available./365 | HDFC Equity Savings Fund - Growth charges 1.0% 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 | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Month | 2.01% | 3.2% |
| 6 Month | 1.66% | -0.26% |
| 1 Year | 7.5% | 6.73% |
| 3 Year | 7.65% | 9.46% |
| 5 Year | 11.2% | 13.33% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | 1.5% | 1.53% |
| 1 Year | 5.24% | 3.32% |
| 3 Year | 8.57% | 9.99% |
| 5 Year | 8.71% | 10.65% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 7.95% | 8.6% |
| 3 Year | 8.49% | 9.9% |
| 5 Year | 8.33% | 9.44% |
Risk Management
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Standard Deviation | 3.684% | 4.946% |
| Sharp | 0.321% | 0.518% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Name | Anil Bamboli | |
| Total AUM | ₹135442 Cr | |
| Funds Managed | 12 | |
| FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
Market Cap
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.75 | 33.86 |
| Large Cap | 59.33 | 58.5 |
| Mid Cap | 6.88 | 3.5 |
| Small Cap | 1.05 | 4.14 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.75 | 33.83 |
| Energy | 7.14 | 6.35 |
| Technology | 7 | 5.68 |
| Basic Materials | 1.28 | 3.37 |
| Industrials | 7.39 | 5.1 |
| Financial Services | 24.46 | 19.87 |
| Consumer Defensive | 2.56 | 4.67 |
| Healthcare | 2.2 | 4.94 |
| Consumer Cyclical | 6.39 | 11.74 |
| Communication Services | 5.23 | 1.81 |
| Utilities | 3.6 | 2.63 |
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