FRANKLIN INDIA EQUITY SAVINGS FUND vs Invesco India Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹340 Cr ₹340 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 2.31 2.31
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 -0.56% -2.28% -2.28%
6 Month 1.91% 1.61% 1.61%
1 Year 7.75% 12.53% 12.53%
3 Year 6.96% 8.83% 8.83%
5 Year 8.52% 8.9% 8.9%

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 5.92% 8.25% 8.25%
3 Year 8.57% 12.61% 12.61%
5 Year 9.05% 10.59% 10.59%

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 7.9% 8.71% 8.71%
3 Year 8.64% 7.72% 7.72%
5 Year 8.12% 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 4.12% 5.03% 5.03%
Sharp 0.39% 0.6% 0.6%
Beta 0.7% 0.92% 0.92%
Alpha -0.69% 0.21% 0.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -23.23 32.31 32.31
Large Cap 61.75 48.82 48.82
Mid Cap 4.06 8.74 8.74
Small Cap 0.86 10.13 10.13

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 -23.23 32.31 32.31
Petroleum Products 6.83 3.7 3.7
IT - Software 5.42 9.52 9.52
Cement & Cement Products 0.96 1.98 1.98
Construction 4.05 0.92 0.92
Ferrous Metals 0.13 - -
Finance 3.9 2.33 2.33
Banks 15.66 10.72 10.72
Diversified FMCG 3.6 1.32 1.32
Non - Ferrous Metals 0.05 0.5 0.5
Pharmaceuticals & Biotechnology 0.9 7.3 7.3
Aerospace & Defense 1.98 - -
Automobiles 3.82 2.19 2.19
Telecom - Services 4.14 - -
Consumer Durables 1.58 2.88 2.88
Agricultural Food & other Products 0.14 - -
Oil 0.11 - -
Power 5.98 0.64 0.64
Financial Technology (Fintech) 0.94 - -
Healthcare Services 1.15 0.87 0.87
Transport Services 2.5 1.37 1.37
Transport Infrastructure 0.1 - -
Retailing 0.83 3.76 3.76
Insurance 1.04 1.15 1.15
Leisure Services 0.28 0.31 0.31
Beverages 0.46 5.23 5.23
Commercial Services & Supplies 0.12 0.63 0.63
Realty - 0.57 0.57
Personal Products - 2.05 2.05
Paper, Forest & Jute Products - 0.69 0.69
Electrical Equipment - 2.82 2.82
Industrial Products - 1.38 1.38
Gas - 0.1 0.1
Food Products - 0.74 0.74
Fertilizers & Agrochemicals - 0.31 0.31
Industrial Manufacturing - 1.44 1.44
Auto Components - 0.27 0.27

Top Comparisons

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns6.96%

VS

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.12%

Compare Now

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.22%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6.21%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns17.5%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns13.12%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.33%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.61%

Compare Now
Request call back
Add to Cart Successfully