HDFC Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4611 Cr ₹239 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 10 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 1.92 2.5
Manager Anil Bamboli Miten Vora
ISIN Code INF179K01AM7 INF955L01II9
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month 1.03% 1.55%
6 Month 7.62% 8.3%
1 Year 18.35% 17.59%
3 Year 11.1% 9.57%
5 Year 12.04% 9.63%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month - 4%
1 Year 7.72% 8.19%
3 Year 19.76% 19.28%
5 Year 36.61% 28.99%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 11.81% 8.81%
3 Year 28.99% 21.49%
5 Year 38.18% 28.72%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.68% 4.56%
Sharp 0.9% 0.59%
Beta 0.88% 0.89%
Alpha 1.46% -0.14%

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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
Fund Manage 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 32.91 -34.16
Large Cap 57.84 57.16
Mid Cap 5.2 6.42
Small Cap 4.05 3.65

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 41.4 -36.36
Consumer Staples 1.38 -
Financial 19.39 -
Metals & Mining 1.1 -
Energy 5.12 -
Materials 0.93 -
Communication 4.26 -
Healthcare 3.01 -
Insurance 0.24 0.33
Construction 3.45 2.01
Automobile 2.2 -
Services 1.7 -
Consumer Discretionary 0.23 -
Sovereign 10.69 -
Technology 2.48 -
Capital Goods 1.76 -
Chemicals 0.66 -
Petroleum Products - 5.33
IT - Software - 5.32
Industrial Manufacturing - 1.09
Personal Products - 0.55
Diversified FMCG - 2.56
Pharmaceuticals & Biotechnology - 2.14
Non - Ferrous Metals - 2.46
Banks - 13.88
Cement & Cement Products - 2.53
Electrical Equipment - 1.84
Ferrous Metals - 2.25
Realty - 2.96
Capital Markets - 0.45
Automobiles - 4.9
Consumer Durables - 0.99
Agricultural, Commercial & Construction Vehicles - 0.51
Food Products - 1.12
Power - 5.01
Aerospace & Defense - 0.51
Leisure Services - 0.49
Finance - 3.39
Telecom - Services - 1.6
Financial Technology (Fintech) - 0.87
Chemicals & Petrochemicals - 0.42
Transport Infrastructure - 1.89
Retailing - 2.03

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