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HDFC Equity Savings Fund - GROWTH PLAN
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5584 Cr | ₹249 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 486% |
| Expense Ratio | 1.89 | 2.48 |
| Manager | Anil Bamboli | Miten Vora |
| ISIN Code | INF179K01AM7 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.2% | 3.68% |
| 6 Month | -0.26% | -0.17% |
| 1 Year | 6.73% | 8.04% |
| 3 Year | 9.46% | 9.07% |
| 5 Year | 13.33% | 9.48% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.46% |
| 1 Year | 3.32% | 4.05% |
| 3 Year | 9.99% | 9.83% |
| 5 Year | 10.65% | 8.83% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 9.78% |
| 3 Year | 9.9% | 7.92% |
| 5 Year | 9.44% | 9.26% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.946% | 4.909% |
| Sharp | 0.518% | 0.464% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Miten Vora |
| Total AUM | ₹135442 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.86 | 31.01 |
| Large Cap | 58.5 | 53.66 |
| Small Cap | 4.14 | 6.42 |
| Mid Cap | 3.5 | 8.91 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 29.93 |
| Energy | 6.35 | 5.99 |
| Technology | 5.68 | 6.16 |
| Industrials | 5.1 | 8.08 |
| Consumer Defensive | 4.67 | 2.86 |
| Basic Materials | 3.37 | 5.74 |
| Financial Services | 19.87 | 19.19 |
| Healthcare | 4.94 | 3.53 |
| Consumer Cyclical | 11.74 | 9.85 |
| Communication Services | 1.81 | 1.83 |
| Utilities | 2.63 | 4.9 |
| Real Estate | - | 1.95 |
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