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HDFC Equity Savings Fund - GROWTH PLAN

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Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

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

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)	₹5739 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	1.62%	2.56%
6 Month	4.82%	5.52%
1 Year	5.86%	7.09%
3 Year	10.35%	10.21%
5 Year	12.53%	8.53%

SIP Return Analysis

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	1.84%	2.14%
1 Year	8.49%	9.6%
3 Year	9.59%	10.06%
5 Year	9.91%	9.3%

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	34.16	35.82
Large Cap	59.11	48.21
Small Cap	4.09	5.28
Mid Cap	2.64	10.7

Sector Allocation

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	30.01	28.2
Energy	7.59	3.93
Technology	4.33	3.89
Industrials	7.18	8.55
Consumer Defensive	2.47	2.6
Basic Materials	4.3	7.62
Financial Services	23.22	18.8
Real Estate	1.72	6.02
Healthcare	5.45	3.44
Consumer Cyclical	9.08	7.39
Utilities	2.41	5.78
Communication Services	2.24	3.77

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