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 | 2.71% | 2.71% | 2.61% |
6 Month | -3.57% | -3.57% | -5.45% |
1 Year | 9.11% | 9.11% | 9.01% |
3 Year | 9.4% | 9.4% | 10.45% |
5 Year | 10.56% | 10.56% | 15.02% |
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 | -1.96% | -1.96% | -4.7% |
1 Year | -0.03% | -0.03% | -4.31% |
3 Year | 10.77% | 10.77% | 11.03% |
5 Year | 9.42% | 9.42% | 11.52% |
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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