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HDFC Equity Savings Fund vs Invesco India Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5584 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 17 Sep 2004 | 06 Mar 2019 | 06 Mar 2019 |
| 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 | 27.79% | 469% | 469% |
| Expense Ratio | 1.89 | 2.3 | 2.3 |
| Manager | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01AM7 | INF205KA1023 | INF205KA1023 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.99% | -1.37% | -1.37% |
| 6 Month | -2.94% | -4.02% | -4.02% |
| 1 Year | 3.67% | 7.81% | 7.81% |
| 3 Year | 9.3% | 9.06% | 9.06% |
| 5 Year | 11.95% | 8.78% | 8.78% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -2.36% | -3.6% | -3.6% |
| 1 Year | -2.12% | -2.58% | -2.58% |
| 3 Year | 8.37% | 9.71% | 9.71% |
| 5 Year | 9.86% | 8.82% | 8.82% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.6% | 9.26% | 9.26% |
| 3 Year | 9.9% | 7.81% | 7.81% |
| 5 Year | 9.44% | 9.43% | 9.43% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.946% | 6.046% | 6.046% |
| Sharp | 0.518% | 0.363% | 0.363% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹135442 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 12 | 19 | 19 |
| HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.85753 | 34.17369 | 34.17369 |
| Large Cap | 58.50182 | 47.43021 | 47.43021 |
| Small Cap | 4.13589 | 9.40665 | 9.40665 |
| Mid Cap | 3.50478 | 8.9894 | 8.9894 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.83419 | 33.64602 | 33.64602 |
| Energy | 6.34989 | 3.19714 | 3.19714 |
| Technology | 5.68423 | 9.68259 | 9.68259 |
| Industrials | 5.09966 | 7.24931 | 7.24931 |
| Consumer Defensive | 4.67295 | 7.49406 | 7.49406 |
| Basic Materials | 3.37044 | 4.96591 | 4.96591 |
| Financial Services | 19.87204 | 17.8221 | 17.8221 |
| Healthcare | 4.94153 | 6.33283 | 6.33283 |
| Consumer Cyclical | 11.73549 | 5.09961 | 5.09961 |
| Communication Services | 1.80546 | 0.35249 | 0.35249 |
| Utilities | 2.63414 | 3.41461 | 3.41461 |
| Real Estate | - | 0.74328 | 0.74328 |
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