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HDFC Equity Savings Fund vs Invesco India Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5584 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 17 Sep 2004 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 469% | 469% |
| Expense Ratio | 1.89 | 2.3 | 2.3 |
| Manager | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01AM7 | INF205KA1023 | INF205KA1023 |
| 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 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% 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 | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.91% | 0.9% | 0.9% |
| 6 Month | 3.51% | 1.1% | 1.1% |
| 1 Year | 5.99% | 5.82% | 5.82% |
| 3 Year | 12.35% | 12.86% | 12.86% |
| 5 Year | 13.12% | 10.11% | 10.11% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 3.26% | 3.47% | 3.47% |
| 1 Year | 6.44% | 5.8% | 5.8% |
| 3 Year | 10.43% | 12.06% | 12.06% |
| 5 Year | 10.72% | 10.23% | 10.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.52% | 9.05% | 9.05% |
| 3 Year | 9.88% | 7.97% | 7.97% |
| 5 Year | 9.46% | 9.5% | 9.5% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.946% | 6.046% | 6.046% |
| Sharp | 0.518% | 0.363% | 0.363% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹135442 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 12 | 19 | 19 |
| HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.86 | 34.17 | 34.17 |
| Large Cap | 58.5 | 47.43 | 47.43 |
| Small Cap | 4.14 | 9.41 | 9.41 |
| Mid Cap | 3.5 | 8.99 | 8.99 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.83 | 33.65 | 33.65 |
| Energy | 6.35 | 3.2 | 3.2 |
| Technology | 5.68 | 9.68 | 9.68 |
| Industrials | 5.1 | 7.25 | 7.25 |
| Consumer Defensive | 4.67 | 7.49 | 7.49 |
| Basic Materials | 3.37 | 4.97 | 4.97 |
| Financial Services | 19.87 | 17.82 | 17.82 |
| Healthcare | 4.94 | 6.33 | 6.33 |
| Consumer Cyclical | 11.74 | 5.1 | 5.1 |
| Communication Services | 1.81 | 0.35 | 0.35 |
| Utilities | 2.63 | 3.41 | 3.41 |
| Real Estate | - | 0.74 | 0.74 |
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