FRANKLIN INDIA EQUITY SAVINGS FUND vs HSBC Equity Savings Fund compare

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tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

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tortoise-icon HSBC Equity Savings Fund - Regular 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 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 Low to Moderate Moderately High
Asset Size (Cr) ₹625 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Aug 2018 01 Jan 2013
Category Equity Savings Equity Savings
Fund Type 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 Nil/365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
1 Month 0.86% 1.3%
6 Month 6.03% 14.29%
1 Year 12.28% 26.28%
3 Year 8.2% 13.31%
5 Year 9.28% 13.7%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 5.15% 11.7%
3 Year 13.73% 25.45%
5 Year 26.33% 42.82%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
1 Year 9.17% 13.35%
3 Year 21.43% 33.28%
5 Year 27.42% 46.54%

Risk Management

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.12% 4.64%
Sharp 0.39% 1.25%
Beta 0.7% 0.78%
Alpha -0.69% 3.82%

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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 33.96 31.55
Large Cap 60.7 30.66
Mid Cap 3.21 18.54
Small Cap 2.16 19.25

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

HSBC Equity Savings Fund - Regular Growth

Others 58.87 1.65
Automobile 0.45 0.09
Services 2.16 9.17
Technology 2.81 3.27
Consumer Staples 0.54 4.31
Healthcare 0.46 0.15
Materials 0.38 2.54
Energy 0.99 0.72
Financial 21.57 20.73
Insurance 0.25 -
Consumer Discretionary 0.64 3.29
Capital Goods 1.75 23.15
Communication 0.97 0.35
Sovereign 6.97 13.5
Construction 1.22 8.61
Metals & Mining - 6.34
Chemicals - 2.13

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