FRANKLIN INDIA EQUITY SAVINGS FUND vs Invesco India Equity Savings Fund compare
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹724 Cr | ₹402 Cr | ₹402 Cr |
Min Investment | ₹5000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 27 Aug 2018 | 06 Mar 2019 | 06 Mar 2019 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | % | 469% | 469% |
Expense Ratio | 1.12 | 2.3 | 2.3 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | |
ISIN Code | INF090I01PA3 | INF205KA1023 | INF205KA1023 |
Exits Load | Data not available./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.27% | -2.4% | -2.4% |
6 Month | 1.11% | -2.64% | -2.64% |
1 Year | 6.85% | 8.47% | 8.47% |
3 Year | 7.56% | 8.73% | 8.73% |
5 Year | 8.59% | 8% | 8% |
SIP Return Analysis
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 4.59% | 0.54% | 0.54% |
3 Year | 8.26% | 10.2% | 10.2% |
5 Year | 8.86% | 9.2% | 9.2% |
Rolling Lumpsum Returns
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.15% | 9.26% | 9.26% |
3 Year | 8.53% | 7.81% | 7.81% |
5 Year | 8.27% | 9.43% | 9.43% |
Risk Management
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 3.976% | 5.785% | 5.785% |
Sharp | 0.192% | 0.471% | 0.471% |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | |
Total AUM | ₹24743 Cr | ₹24743 Cr | |
Fund Manage | 19 | 19 | |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | -23.85 | 33.36 | 33.36 |
Large Cap | 57.7 | 45.21 | 45.21 |
Mid Cap | 7.22 | 11.15 | 11.15 |
Small Cap | 1.19 | 10.28 | 10.28 |
Sector Allocation
Scheme Name |
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | -23.85 | 33.36 | 33.36 |
Petroleum Products | 6.99 | 3.3 | 3.3 |
IT - Software | 4.98 | 9.4 | 9.4 |
Cement & Cement Products | 0.99 | 1.85 | 1.85 |
Construction | 4.05 | 0.84 | 0.84 |
Ferrous Metals | 0.13 | - | - |
Finance | 4.7 | 1.91 | 1.91 |
Banks | 16.96 | 11.13 | 11.13 |
Diversified FMCG | 1.39 | 0.99 | 0.99 |
Non - Ferrous Metals | 0.14 | 0.44 | 0.44 |
Pharmaceuticals & Biotechnology | 0.93 | 7.23 | 7.23 |
Aerospace & Defense | 1.92 | - | - |
Automobiles | 3.89 | 2.05 | 2.05 |
Telecom - Services | 4.85 | - | - |
Consumer Durables | 1.8 | 2.85 | 2.85 |
Agricultural Food & other Products | 0.14 | - | - |
Beverages | 1.2 | 5.23 | 5.23 |
Oil | 0.11 | - | - |
Power | 3.51 | 0.59 | 0.59 |
Financial Technology (Fintech) | 1.08 | - | - |
Healthcare Services | 1.27 | 0.61 | 0.61 |
Transport Services | 2.68 | 1.65 | 1.65 |
Transport Infrastructure | 0.11 | - | - |
Retailing | 0.85 | 3.25 | 3.25 |
Insurance | 1 | 0.72 | 0.72 |
Leisure Services | 0.31 | - | - |
Commercial Services & Supplies | 0.13 | 0.82 | 0.82 |
Realty | - | 0.55 | 0.55 |
Personal Products | - | 1.59 | 1.59 |
Other Utilities | - | 0.86 | 0.86 |
Paper, Forest & Jute Products | - | 0.6 | 0.6 |
Electrical Equipment | - | 2.75 | 2.75 |
Industrial Products | - | 1.49 | 1.49 |
Gas | - | 0.1 | 0.1 |
Food Products | - | 0.65 | 0.65 |
Chemicals & Petrochemicals | - | 1.04 | 1.04 |
Fertilizers & Agrochemicals | - | 0.27 | 0.27 |
Industrial Manufacturing | - | 1.62 | 1.62 |
Auto Components | - | 0.26 | 0.26 |
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