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HSBC Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹646 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 18 Oct 2011 |
| 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 | 469% | 469% | 75% |
| Expense Ratio | 2.3 | 2.3 | 1.51 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF917K01AA5 |
| Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 1.96% | 1.96% | 1.66% |
| 6 Month | -1.1% | -1.1% | -3.61% |
| 1 Year | 9.59% | 9.59% | 7.99% |
| 3 Year | 9.8% | 9.8% | 10.99% |
| 5 Year | 10.57% | 10.57% | 14.83% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 0.27% | 0.27% | -2.19% |
| 1 Year | 1.56% | 1.56% | -2.75% |
| 3 Year | 11.1% | 11.1% | 11.46% |
| 5 Year | 9.59% | 9.59% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 9.26% | 9.26% | 8.17% |
| 3 Year | 7.81% | 7.81% | 9.36% |
| 5 Year | 9.43% | 9.43% | 8.3% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 6.046% | 6.046% | 7.536% |
| Sharp | 0.363% | 0.363% | 0.463% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahesh A Chhabria |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹15021 Cr |
| Funds Managed | 19 | 19 | 9 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Others | 34.17 | 34.17 | 30.31 |
| Large Cap | 47.43 | 47.43 | 30.87 |
| Small Cap | 9.41 | 9.41 | 10.93 |
| Mid Cap | 8.99 | 8.99 | 27.88 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|---|
| Others | 33.65 | 33.65 | 30.31 |
| Energy | 3.2 | 3.2 | 2.24 |
| Technology | 9.68 | 9.68 | 6.08 |
| Healthcare | 6.33 | 6.33 | 1.82 |
| Consumer Defensive | 7.49 | 7.49 | 0.02 |
| Industrials | 7.25 | 7.25 | 11.69 |
| Financial Services | 17.82 | 17.82 | 35.89 |
| Consumer Cyclical | 5.1 | 5.1 | 9.62 |
| Utilities | 3.41 | 3.41 | 1.03 |
| Basic Materials | 4.97 | 4.97 | 1.25 |
| Real Estate | 0.74 | 0.74 | 0.04 |
| Communication Services | 0.35 | 0.35 | - |
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