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 | Moderately High |
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 | 1.26% | 1.96% | 1.96% |
6 Month | 1.87% | -1.1% | -1.1% |
1 Year | 7.72% | 9.59% | 9.59% |
3 Year | 7.9% | 9.8% | 9.8% |
5 Year | 11.54% | 10.57% | 10.57% |
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 | 1.5% | 0.27% | 0.27% |
1 Year | 5.24% | 1.56% | 1.56% |
3 Year | 8.57% | 11.1% | 11.1% |
5 Year | 8.71% | 9.59% | 9.59% |
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 | 7.95% | 9.26% | 9.26% |
3 Year | 8.49% | 7.81% | 7.81% |
5 Year | 8.33% | 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 | 3.684% | 6.046% | 6.046% |
Sharp | 0.321% | 0.363% | 0.363% |
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 | |
Funds Managed | 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 | 32.75 | 34.17 | 34.17 |
Large Cap | 59.33 | 47.43 | 47.43 |
Mid Cap | 6.88 | 8.99 | 8.99 |
Small Cap | 1.05 | 9.41 | 9.41 |
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 | 32.75 | 33.65 | 33.65 |
Energy | 7.14 | 3.2 | 3.2 |
Technology | 7 | 9.68 | 9.68 |
Basic Materials | 1.28 | 4.97 | 4.97 |
Industrials | 7.39 | 7.25 | 7.25 |
Financial Services | 24.46 | 17.82 | 17.82 |
Consumer Defensive | 2.56 | 7.49 | 7.49 |
Healthcare | 2.2 | 6.33 | 6.33 |
Consumer Cyclical | 6.39 | 5.1 | 5.1 |
Communication Services | 5.23 | 0.35 | 0.35 |
Utilities | 3.6 | 3.41 | 3.41 |
Real Estate | - | 0.74 | 0.74 |
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