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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 | 1.29% | 2.75% | 2.75% |
| 6 Month | 0.87% | -3.31% | -3.31% |
| 1 Year | 7.19% | 9.13% | 9.13% |
| 3 Year | 7.79% | 9.11% | 9.11% |
| 5 Year | 11.9% | 10.66% | 10.66% |
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 | 0.79% | -1.96% | -1.96% |
| 1 Year | 4.37% | -0.03% | -0.03% |
| 3 Year | 8.32% | 10.77% | 10.77% |
| 5 Year | 8.68% | 9.42% | 9.42% |
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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