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HSBC Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹426 Cr | ₹426 Cr | ₹649 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 18 Oct 2011 |
| 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 | 469% | 469% | 75% |
| Expense Ratio | 2.3 | 2.3 | 1.51 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF917K01AA5 |
| Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 1 Month | -1.02% | -1.02% | -0.03% |
| 6 Month | 3.49% | 3.49% | 4.28% |
| 1 Year | 3.97% | 3.97% | 2.51% |
| 3 Year | 11.14% | 11.14% | 12.61% |
| 5 Year | 9.51% | 9.51% | 13.54% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 3.21% | 3.21% | 4.09% |
| 1 Year | 6.1% | 6.1% | 4.81% |
| 3 Year | 11.76% | 11.76% | 12.37% |
| 5 Year | 10.13% | 10.13% | 11.92% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 8.84% | 8.84% | 8.03% |
| 3 Year | 8.03% | 8.03% | 9.53% |
| 5 Year | 9.62% | 9.62% | 8.45% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 5.67% | 5.67% | 7.32% |
| Sharp | 1.04% | 1.04% | 0.92% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹15021 Cr |
| Funds Managed | 19 | 19 | 9 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Others | 36.02 | 36.02 | 33.9 |
| Large Cap | 44.36 | 44.36 | 41.07 |
| Small Cap | 8.81 | 8.81 | 7.32 |
| Mid Cap | 10.8 | 10.8 | 17.72 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Others | 33.24 | 33.24 | 31.57 |
| Energy | 2.67 | 2.67 | 2.11 |
| Technology | 6.93 | 6.93 | 2.16 |
| Healthcare | 4.18 | 4.18 | 5.13 |
| Consumer Defensive | 6.3 | 6.3 | 3.67 |
| Industrials | 9.33 | 9.33 | 8.18 |
| Financial Services | 19.91 | 19.91 | 28.35 |
| Utilities | 3.06 | 3.06 | 1.64 |
| Basic Materials | 6.13 | 6.13 | 1.35 |
| Real Estate | 0.56 | 0.56 | 0.04 |
| Consumer Cyclical | 6.39 | 6.39 | 13.76 |
| Communication Services | 1.29 | 1.29 | 2.01 |
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