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
| 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) | ₹4611 Cr | ₹207 Cr | ₹207 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 05 Sep 2004 | 15 Feb 2019 | 15 Feb 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 | 1.92 | 2.31 | 2.31 |
| Manager | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01AM7 | INF205KA1023 | INF205KA1023 |
| 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 0.25% if redeemed within 1 month./365 | Exit load of 0.25% if redeemed within 1 month./365 |
| 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 | 1.03% | 1.88% | 1.88% |
| 6 Month | 7.62% | 12.21% | 12.21% |
| 1 Year | 18.35% | 22.01% | 22.01% |
| 3 Year | 11.1% | 10.24% | 10.24% |
| 5 Year | 12.04% | 10.22% | 10.22% |
| 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 | - | - | - |
| 1 Year | 7.72% | 9.7% | 9.7% |
| 3 Year | 19.76% | 20.48% | 20.48% |
| 5 Year | 36.61% | 30.39% | 30.39% |
| 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 | 11.81% | 9.37% | 9.37% |
| 3 Year | 28.99% | 23.26% | 23.26% |
| 5 Year | 38.18% | 33.04% | 33.04% |
| 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 | 4.68% | 5.03% | 5.03% |
| Sharp | 0.9% | 0.6% | 0.6% |
| Beta | 0.88% | 0.92% | 0.92% |
| Alpha | 1.46% | 0.21% | 0.21% |
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| 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 |
| 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 | 32.91 | 36.04 | 36.04 |
| Large Cap | 57.84 | 45.57 | 45.57 |
| Mid Cap | 5.2 | 9.4 | 9.4 |
| Small Cap | 4.05 | 8.99 | 8.99 |
| 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 | 41.4 | 46.38 | 46.38 |
| Consumer Staples | 1.38 | 1.63 | 1.63 |
| Financial | 19.39 | 9.7 | 9.7 |
| Metals & Mining | 1.1 | 0.24 | 0.24 |
| Energy | 5.12 | 0.6 | 0.6 |
| Materials | 0.93 | 0.73 | 0.73 |
| Communication | 4.26 | - | - |
| Healthcare | 3.01 | 5.36 | 5.36 |
| Insurance | 0.24 | 0.56 | 0.56 |
| Construction | 3.45 | 0.88 | 0.88 |
| Automobile | 2.2 | 1.37 | 1.37 |
| Services | 1.7 | 7.1 | 7.1 |
| Consumer Discretionary | 0.23 | 2.04 | 2.04 |
| Sovereign | 10.69 | 9.62 | 9.62 |
| Technology | 2.48 | 1.31 | 1.31 |
| Capital Goods | 1.76 | 4.87 | 4.87 |
| Chemicals | 0.66 | 0.59 | 0.59 |
| Textiles | - | 0.41 | 0.41 |
| Unclassified | - | 6.61 | 6.61 |
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