- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -0.25% | -0.99% |
| 6 Month | 0.25% | -2.94% |
| 1 Year | 6.08% | 3.67% |
| 3 Year | 7.89% | 9.3% |
| 5 Year | 9.75% | 11.95% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 6 Month | -0.47% | -2.36% |
| 1 Year | 2.75% | -2.12% |
| 3 Year | 7.72% | 8.37% |
| 5 Year | 8.35% | 9.86% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| 1 Year | 8.15% | 8.6% |
| 3 Year | 8.53% | 9.9% |
| 5 Year | 8.27% | 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Name | Anil Bamboli | |
| Total AUM | ₹135442 Cr | |
| Fund Manage | 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 | 32.74925 | 33.85753 |
| Large Cap | 59.32683 | 58.50182 |
| Mid Cap | 6.87825 | 3.50478 |
| Small Cap | 1.04565 | 4.13589 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HDFC Equity Savings Fund - GROWTH PLAN |
|---|---|---|
| Others | 32.74925 | 33.83419 |
| Energy | 7.1388 | 6.34989 |
| Technology | 6.99726 | 5.68423 |
| Basic Materials | 1.28487 | 3.37044 |
| Industrials | 7.3946 | 5.09966 |
| Financial Services | 24.4603 | 19.87204 |
| Consumer Defensive | 2.55932 | 4.67295 |
| Healthcare | 2.19981 | 4.94153 |
| Consumer Cyclical | 6.39103 | 11.73549 |
| Communication Services | 5.22539 | 1.80546 |
| Utilities | 3.59935 | 2.63414 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns11.13%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.84%
Bandhan Small Cap Fund Regular Growth
3Y Returns23.98%
LIC MF Small Cap Fund Regular - Growth
3Y Returns15.71%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns0%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns13.09%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.14%
Quant Overnight Fund Regular - Growth
3Y Returns0%
