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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) ₹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 2.23% 2.63%
6 Month -2.4% -2.68%
1 Year 5.04% 5.61%
3 Year 9.05% 8.17%
5 Year 14.15% 9.81%

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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