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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) | ₹5904 Cr | ₹423 Cr | ₹423 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹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 | -0.14% | -1.48% | -1.48% |
| 6 Month | 2.2% | -2.02% | -2.02% |
| 1 Year | 6.5% | -0.05% | -0.05% |
| 3 Year | 10.09% | 10.39% | 10.39% |
| 5 Year | 10.59% | 7.89% | 7.89% |
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 | 1.92% | -0.76% | -0.76% |
| 1 Year | 8.28% | 1.72% | 1.72% |
| 3 Year | 8.99% | 7.67% | 7.67% |
| 5 Year | 9.49% | 8.16% | 8.16% |
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 | 8.35% | 8.25% | 8.25% |
| 3 Year | 9.94% | 8.2% | 8.2% |
| 5 Year | 9.5% | 9.4% | 9.4% |
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 | 4.39% | 5.60% | 5.60% |
| Sharp | 0.70% | 0.69% | 0.69% |
| 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 | 33.64 | 36.38 | 36.38 |
| Large Cap | 60.08 | 44.4 | 44.4 |
| Small Cap | 3.58 | 8.54 | 8.54 |
| Mid Cap | 2.7 | 10.68 | 10.68 |
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 | 29.77 | 31.98 | 31.98 |
| Energy | 8.21 | 3.47 | 3.47 |
| Technology | 4 | 6.65 | 6.65 |
| Industrials | 7.08 | 7.63 | 7.63 |
| Consumer Defensive | 2.07 | 6.67 | 6.67 |
| Basic Materials | 3.85 | 6.52 | 6.52 |
| Financial Services | 23.99 | 23.18 | 23.18 |
| Real Estate | 1.44 | 0.42 | 0.42 |
| Healthcare | 5.8 | 2.75 | 2.75 |
| Consumer Cyclical | 9.22 | 6.44 | 6.44 |
| Utilities | 2.26 | 1.67 | 1.67 |
| Communication Services | 2.32 | 2.63 | 2.63 |
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