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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) | ₹5546 Cr | ₹268 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 | 0.11% | 0.26% |
| 6 Month | 4.28% | 4.58% |
| 1 Year | 4.76% | 6.45% |
| 3 Year | 11.41% | 11.12% |
| 5 Year | 12.82% | 8.92% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.07% | 4.91% |
| 1 Year | 7.89% | 9.89% |
| 3 Year | 10.54% | 10.95% |
| 5 Year | 10.73% | 9.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.52% | 9.44% |
| 3 Year | 9.88% | 8.05% |
| 5 Year | 9.46% | 9.29% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.72% | 5.21% |
| Sharp | 1.07% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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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 | 31.96 | 32.91 |
| Large Cap | 60.75 | 50.79 |
| Small Cap | 4.21 | 6.25 |
| Mid Cap | 3.07 | 10.05 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.73 | 28.65 |
| Energy | 7.62 | 5.99 |
| Technology | 5.46 | 2.93 |
| Industrials | 6.9 | 8.43 |
| Consumer Defensive | 3.76 | 2.64 |
| Basic Materials | 4.9 | 7.26 |
| Financial Services | 22.53 | 20.27 |
| Real Estate | 1.6 | 5.17 |
| Healthcare | 4.52 | 4.21 |
| Consumer Cyclical | 8.74 | 4.27 |
| Utilities | 2.21 | 6.36 |
| Communication Services | 2.04 | 3.83 |
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