HDFC Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India 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 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) ₹5463 Cr ₹340 Cr ₹340 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 2.31 2.31
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 0.86% 1.76% 1.76%
6 Month 4.62% 7.49% 7.49%
1 Year 13.29% 18.61% 18.61%
3 Year 10.13% 9.98% 9.98%
5 Year 11.52% 9.75% 9.75%

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 - - -
1 Year 9.98% 16.48% 16.48%
3 Year 12.36% 14.85% 14.85%
5 Year 12.41% 11.84% 11.84%

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 8.56% 8.71% 8.71%
3 Year 9.9% 7.72% 7.72%
5 Year 9.43% 9.43% 9.43%

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 4.68% 5.03% 5.03%
Sharp 0.9% 0.6% 0.6%
Beta 0.88% 0.92% 0.92%
Alpha 1.46% 0.21% 0.21%

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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
Fund Manage 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 65.48 36.04 36.04
Large Cap 57.55 45.57 45.57
Mid Cap 5.1 9.4 9.4
Small Cap 5.25 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 65.48 46.38 46.38
Petroleum Products 2.86 - -
IT - Software 3.63 - -
Construction 1.99 0.88 0.88
Finance 1.26 - -
Ferrous Metals 2.22 - -
Diversified FMCG 2.02 - -
Non - Ferrous Metals 0.53 - -
Banks 19.19 - -
Realty 1.57 - -
Pharmaceuticals & Biotechnology 4.99 - -
Automobiles 7.11 - -
Aerospace & Defense 0.39 - -
Cement & Cement Products 0.32 - -
Fertilizers & Agrochemicals 0.57 - -
Power 3.39 - -
Insurance 1.72 0.56 0.56
Entertainment 0.2 - -
Agricultural Food & other Products 0.02 - -
Agricultural, Commercial & Construction Vehicles 1.08 - -
Oil 0.32 - -
Consumer Durables 3.02 - -
Telecom - Services 1.67 - -
Auto Components 0.74 - -
Healthcare Services 0.52 - -
Chemicals & Petrochemicals 0.18 - -
Transport Infrastructure 2.52 - -
Consumable Fuels 0.41 - -
Paper, Forest & Jute Products 0.25 - -
Beverages 3.21 - -
Materials - 0.73 0.73
Technology - 1.31 1.31
Financial - 9.7 9.7
Consumer Staples - 1.63 1.63
Healthcare - 5.36 5.36
Sovereign - 9.62 9.62
Capital Goods - 4.87 4.87
Chemicals - 0.59 0.59
Services - 7.1 7.1
Consumer Discretionary - 2.04 2.04
Automobile - 1.37 1.37
Metals & Mining - 0.24 0.24
Energy - 0.6 0.6
Textiles - 0.41 0.41
Unclassified - 6.61 6.61

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