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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 | 1.07% | 1.25% |
| 6 Month | 2.42% | -2.08% |
| 1 Year | 7.34% | 6.24% |
| 3 Year | 8.22% | 11% |
| 5 Year | 11.59% | 14.62% |
SIP Return Analysis
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.68% | -1.42% |
| 1 Year | 5.41% | -2.5% |
| 3 Year | 8.68% | 11.37% |
| 5 Year | 8.75% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.95% | 8.17% |
| 3 Year | 8.49% | 9.36% |
| 5 Year | 8.33% | 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 | |
| Funds Managed | 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 | 32.75 | 30.31 |
| Large Cap | 59.33 | 30.87 |
| Mid Cap | 6.88 | 27.88 |
| Small Cap | 1.05 | 10.93 |
Sector Allocation
| Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.75 | 30.31 |
| Energy | 7.14 | 2.24 |
| Technology | 7 | 6.08 |
| Basic Materials | 1.28 | 1.25 |
| Industrials | 7.39 | 11.69 |
| Financial Services | 24.46 | 35.89 |
| Consumer Defensive | 2.56 | 0.02 |
| Healthcare | 2.2 | 1.82 |
| Consumer Cyclical | 6.39 | 9.62 |
| Communication Services | 5.23 | - |
| Utilities | 3.6 | 1.03 |
| Real Estate | - | 0.04 |
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