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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) | ₹5691 Cr | ₹459 Cr | ₹459 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 | 1.32% | 1.38% | 1.38% |
| 6 Month | 7.33% | 7.61% | 7.61% |
| 1 Year | 3.43% | 2.29% | 2.29% |
| 3 Year | 10.25% | 11.04% | 11.04% |
| 5 Year | 12.34% | 9.24% | 9.24% |
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 | 2.09% | 1.72% | 1.72% |
| 1 Year | 7.47% | 6.02% | 6.02% |
| 3 Year | 9.55% | 10.74% | 10.74% |
| 5 Year | 9.91% | 9.6% | 9.6% |
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 | 8.44% | 8.84% | 8.84% |
| 3 Year | 9.91% | 8.03% | 8.03% |
| 5 Year | 9.47% | 9.62% | 9.62% |
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 | 4.58% | 5.70% | 5.70% |
| Sharp | 0.65% | 0.62% | 0.62% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 35.21 | 36.99 | 36.99 |
| Large Cap | 57.73 | 43.88 | 43.88 |
| Small Cap | 4.32 | 8.28 | 8.28 |
| Mid Cap | 2.75 | 10.85 | 10.85 |
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 | 31.33 | 33.84 | 33.84 |
| Energy | 7.35 | 2.07 | 2.07 |
| Technology | 5 | 6.41 | 6.41 |
| Industrials | 6.12 | 10.13 | 10.13 |
| Consumer Defensive | 2.96 | 5.65 | 5.65 |
| Basic Materials | 3.31 | 6.95 | 6.95 |
| Financial Services | 23.76 | 20.61 | 20.61 |
| Real Estate | 1.61 | 0.52 | 0.52 |
| Healthcare | 5.7 | 4.19 | 4.19 |
| Consumer Cyclical | 8.47 | 5.63 | 5.63 |
| Utilities | 2.32 | 2.86 | 2.86 |
| Communication Services | 2.05 | 1.15 | 1.15 |
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