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 Average Moderately High
Asset Size (Cr) ₹724 Cr ₹548 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 -0.3% -7.91%
6 Month 1.78% -1.44%
1 Year 8.02% 12.59%
3 Year 7.07% 11.1%
5 Year 8.7% 11.79%

SIP Return Analysis

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 6.07% 18.73%
3 Year 8.7% 18.37%
5 Year 9.15% 16.06%

Rolling Lumpsum Returns

Scheme Name FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH HSBC Equity Savings Fund - Regular Growth
1 Year 7.9% 8%
3 Year 8.64% 9.28%
5 Year 8.12% 8.14%

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 -23.85 62.92
Large Cap 57.7 29.34
Mid Cap 7.22 27.33
Small Cap 1.19 14.96

Sector Allocation

Scheme Name

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

HSBC Equity Savings Fund - Regular Growth

Others -23.85 62.92
Petroleum Products 6.99 2.67
IT - Software 4.98 1.12
Cement & Cement Products 0.99 -
Construction 4.05 0.37
Ferrous Metals 0.13 2.53
Finance 4.7 2.39
Banks 16.96 16.86
Diversified FMCG 1.39 -
Non - Ferrous Metals 0.14 -
Pharmaceuticals & Biotechnology 0.93 2.01
Aerospace & Defense 1.92 1.55
Automobiles 3.89 1.42
Telecom - Services 4.85 -
Consumer Durables 1.8 5.75
Agricultural Food & other Products 0.14 -
Beverages 1.2 0.02
Oil 0.11 -
Power 3.51 0.98
Financial Technology (Fintech) 1.08 1.96
Healthcare Services 1.27 -
Transport Services 2.68 0.43
Transport Infrastructure 0.11 -
Retailing 0.85 6.34
Insurance 1 0.12
Leisure Services 0.31 0.05
Commercial Services & Supplies 0.13 -
Realty - 3.18
Electrical Equipment - 11.64
Capital Markets - 4.07
Gas - 0.04
Industrial Products - 1.8
Industrial Manufacturing - 4.33

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