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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) | ₹5904 Cr | ₹281 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -0.05% | -0.09% |
| 6 Month | 2.99% | 3.13% |
| 1 Year | 5.54% | 5.54% |
| 3 Year | 9.93% | 10.06% |
| 5 Year | 10.69% | 8.09% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.03% | 2.22% |
| 1 Year | 9.29% | 10.37% |
| 3 Year | 9.25% | 9.78% |
| 5 Year | 9.56% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.37% | 8.86% |
| 3 Year | 9.94% | 8.33% |
| 5 Year | 9.49% | 9.08% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.39% | 5.00% |
| Sharp | 0.70% | 0.65% |
| 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 | 33.64 | 36.42 |
| Large Cap | 60.08 | 47.54 |
| Small Cap | 3.58 | 4.3 |
| Mid Cap | 2.7 | 11.74 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.77 | 29.94 |
| Energy | 8.21 | 3.85 |
| Technology | 4 | 5.03 |
| Industrials | 7.08 | 8.61 |
| Consumer Defensive | 2.07 | 1.84 |
| Basic Materials | 3.85 | 7.23 |
| Financial Services | 23.99 | 20.09 |
| Real Estate | 1.44 | 4.38 |
| Healthcare | 5.8 | 3.1 |
| Consumer Cyclical | 9.22 | 7.31 |
| Utilities | 2.26 | 4.66 |
| Communication Services | 2.32 | 3.97 |
Top Comparisons
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Nippon India Corporate Bond Fund - Growth Plan - Growth Option
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BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
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DSP Regular Savings Fund- Regular Plan - Growth
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HDFC Large and Mid Cap Fund - Growth Option
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DSP Large & Mid Cap Fund - Regular Growth
3Y Returns19.55%
