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Invesco India Equity Savings Fund vs HSBC 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) | ₹423 Cr | ₹423 Cr | ₹787 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 | -1.06% | -1.06% | -1.78% |
| 6 Month | -0.45% | -0.45% | 5.27% |
| 1 Year | -0.18% | -0.18% | -0.35% |
| 3 Year | 10.36% | 10.36% | 13.32% |
| 5 Year | 8.09% | 8.09% | 11.68% |
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 | -0.52% | -0.52% | 1.27% |
| 1 Year | 3.11% | 3.11% | 10.87% |
| 3 Year | 8.26% | 8.26% | 11.77% |
| 5 Year | 8.39% | 8.39% | 11.55% |
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 | 8.25% | 8.25% | 7.81% |
| 3 Year | 8.2% | 8.2% | 9.76% |
| 5 Year | 9.4% | 9.4% | 8.55% |
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 | 5.60% | 5.60% | 7.28% |
| Sharp | 0.70% | 0.70% | 0.90% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 36.38 | 36.38 | 38.15 |
| Large Cap | 44.4 | 44.4 | 41.33 |
| Small Cap | 8.54 | 8.54 | 5.75 |
| Mid Cap | 10.68 | 10.68 | 14.77 |
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 | 31.98 | 31.98 | 29.88 |
| Energy | 3.47 | 3.47 | 1.82 |
| Technology | 6.65 | 6.65 | 4.97 |
| Healthcare | 2.75 | 2.75 | 5.28 |
| Industrials | 7.63 | 7.63 | 11.22 |
| Financial Services | 23.18 | 23.18 | 26.52 |
| Consumer Defensive | 6.67 | 6.67 | 3.28 |
| Basic Materials | 6.52 | 6.52 | 1.41 |
| Real Estate | 0.42 | 0.42 | - |
| Consumer Cyclical | 6.44 | 6.44 | 8.97 |
| Communication Services | 2.63 | 2.63 | 5.47 |
| Utilities | 1.67 | 1.67 | 1.18 |
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