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HDFC Equity Savings Fund - GROWTH PLAN
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5691 Cr | ₹265 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 486% |
| Expense Ratio | 1.89 | 2.48 |
| Manager | Anil Bamboli | Miten Vora |
| ISIN Code | INF179K01AM7 | INF955L01II9 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.67% | 0.83% |
| 6 Month | 5.21% | 5.92% |
| 1 Year | 3.71% | 4.24% |
| 3 Year | 10.65% | 10.36% |
| 5 Year | 12.66% | 8.46% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.51% |
| 1 Year | 7.95% | 8.36% |
| 3 Year | 9.34% | 9.56% |
| 5 Year | 9.73% | 8.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 9.07% |
| 3 Year | 9.93% | 8.23% |
| 5 Year | 9.48% | 9.19% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.47% | 4.92% |
| Sharp | 0.79% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Miten Vora |
| Total AUM | ₹135442 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.64 | 36.22 |
| Large Cap | 57.43 | 48.94 |
| Small Cap | 4.15 | 4.76 |
| Mid Cap | 2.78 | 10.08 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.83 | 29.16 |
| Energy | 7.12 | 3.83 |
| Technology | 5.11 | 4.47 |
| Industrials | 5.99 | 8.05 |
| Consumer Defensive | 2.99 | 2.74 |
| Basic Materials | 3.24 | 7.28 |
| Financial Services | 22.94 | 18.68 |
| Real Estate | 1.6 | 5.73 |
| Healthcare | 5.59 | 3.51 |
| Consumer Cyclical | 9.21 | 7.28 |
| Utilities | 2.35 | 5.53 |
| Communication Services | 2.03 | 3.74 |
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