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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) | ₹5663 Cr | ₹263 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 | -0.31% | -0.47% |
| 6 Month | 5.19% | 6.3% |
| 1 Year | 4.04% | 5.81% |
| 3 Year | 10.04% | 9.54% |
| 5 Year | 12.23% | 8.46% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.86% | 2.15% |
| 1 Year | 5.28% | 6.22% |
| 3 Year | 9.24% | 9.56% |
| 5 Year | 9.84% | 8.89% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 9.21% |
| 3 Year | 9.91% | 8.13% |
| 5 Year | 9.47% | 9.28% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.61% | 4.95% |
| Sharp | 0.81% | 0.67% |
| 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 | 35.21 | 35.85 |
| Large Cap | 57.73 | 49.22 |
| Small Cap | 4.32 | 5.15 |
| Mid Cap | 2.75 | 9.78 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.33 | 29.05 |
| Energy | 7.35 | 5.06 |
| Technology | 5 | 3.27 |
| Industrials | 6.12 | 8.3 |
| Consumer Defensive | 2.96 | 2.68 |
| Basic Materials | 3.31 | 7.32 |
| Financial Services | 23.76 | 19.28 |
| Real Estate | 1.61 | 5.96 |
| Healthcare | 5.7 | 3.88 |
| Consumer Cyclical | 8.47 | 5.46 |
| Utilities | 2.32 | 5.85 |
| Communication Services | 2.05 | 3.9 |
Top Comparisons
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