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) | ₹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 | 1.67% | 2.43% | 2.43% |
6 Month | 3.04% | 2.16% | 2.16% |
1 Year | 7.25% | 9.02% | 9.02% |
3 Year | 11.19% | 11.71% | 11.71% |
5 Year | 14.02% | 10.91% | 10.91% |
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 | 3.43% | 3.52% | 3.52% |
1 Year | 6.5% | 6.54% | 6.54% |
3 Year | 10.75% | 12.54% | 12.54% |
5 Year | 10.92% | 10.4% | 10.4% |
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 | 8.6% | 9.26% | 9.26% |
3 Year | 9.9% | 7.81% | 7.81% |
5 Year | 9.44% | 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 | 4.946% | 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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