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Invesco India Equity Savings Fund vs HDFC 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) | ₹5739 Cr | ₹460 Cr | ₹460 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 | 1.86% | 1.43% | 1.43% |
| 6 Month | 4.45% | 3.47% | 3.47% |
| 1 Year | 5.7% | 3.35% | 3.35% |
| 3 Year | 10.39% | 11.39% | 11.39% |
| 5 Year | 12.72% | 9.28% | 9.28% |
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 | 1.84% | 0.5% | 0.5% |
| 1 Year | 8.49% | 5.33% | 5.33% |
| 3 Year | 9.59% | 10.02% | 10.02% |
| 5 Year | 9.91% | 9.33% | 9.33% |
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 | 8.4% | 8.66% | 8.66% |
| 3 Year | 9.93% | 8.07% | 8.07% |
| 5 Year | 9.48% | 9.54% | 9.54% |
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 | 4.47% | 5.58% | 5.58% |
| Sharp | 0.79% | 0.72% | 0.72% |
| 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 | 34.16 | 36.95 | 36.95 |
| Large Cap | 59.11 | 42.47 | 42.47 |
| Small Cap | 4.09 | 8.42 | 8.42 |
| Mid Cap | 2.64 | 12.15 | 12.15 |
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 | 30.01 | 33.56 | 33.56 |
| Energy | 7.59 | 2.93 | 2.93 |
| Technology | 4.33 | 7.1 | 7.1 |
| Industrials | 7.18 | 8.68 | 8.68 |
| Consumer Defensive | 2.47 | 7.1 | 7.1 |
| Basic Materials | 4.3 | 7.71 | 7.71 |
| Financial Services | 23.22 | 20.67 | 20.67 |
| Real Estate | 1.72 | 0.48 | 0.48 |
| Healthcare | 5.45 | 2.22 | 2.22 |
| Consumer Cyclical | 9.08 | 5.33 | 5.33 |
| Utilities | 2.41 | 2.01 | 2.01 |
| Communication Services | 2.24 | 2.21 | 2.21 |
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