FRANKLIN INDIA EQUITY SAVINGS FUND vs HSBC Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Moderately High |
Asset Size (Cr) | ₹724 Cr | ₹646 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2018 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | 75% |
Expense Ratio | 1.12 | 1.51 |
Manager | Mahesh A Chhabria | |
ISIN Code | INF090I01PA3 | INF917K01AA5 |
Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | -0.25% | -1.86% |
6 Month | 0.25% | -5.89% |
1 Year | 6.08% | 7.18% |
3 Year | 7.89% | 10.04% |
5 Year | 9.75% | 12.34% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | -0.47% | -6.72% |
1 Year | 2.75% | -7.84% |
3 Year | 7.72% | 9.69% |
5 Year | 8.35% | 10.77% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.15% | 8.17% |
3 Year | 8.53% | 9.36% |
5 Year | 8.27% | 8.3% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.684% | 7.536% |
Sharp | 0.321% | 0.463% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Mahesh A Chhabria | |
Total AUM | ₹15021 Cr | |
Fund Manage | 9 | |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.74925 | 30.3143 |
Large Cap | 59.32683 | 30.87214 |
Mid Cap | 6.87825 | 27.88092 |
Small Cap | 1.04565 | 10.93266 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.74925 | 30.3143 |
Energy | 7.1388 | 2.24276 |
Technology | 6.99726 | 6.08426 |
Basic Materials | 1.28487 | 1.24998 |
Industrials | 7.3946 | 11.68604 |
Financial Services | 24.4603 | 35.89361 |
Consumer Defensive | 2.55932 | 0.01544 |
Healthcare | 2.19981 | 1.82315 |
Consumer Cyclical | 6.39103 | 9.62389 |
Communication Services | 5.22539 | - |
Utilities | 3.59935 | 1.02729 |
Real Estate | - | 0.0393 |
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