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 | 2.66% | 3.29% |
6 Month | -2.3% | -2.42% |
1 Year | 5.93% | 6.63% |
3 Year | 9.59% | 8.74% |
5 Year | 14.03% | 9.75% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | -0.16% | -0.61% |
1 Year | 1.31% | 1.52% |
3 Year | 9.59% | 9.16% |
5 Year | 10.53% | 8.47% |
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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