HSBC Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹340 Cr ₹340 Cr ₹548 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 2.31 2.31 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 2.24% 2.24% 5.64%
6 Month 5.33% 5.33% 7.76%
1 Year 16.82% 16.82% 23.46%
3 Year 10.01% 10.01% 14.01%
5 Year 9.53% 9.53% 13.71%

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 Year 14.49% 14.49% 22.83%
3 Year 14.46% 14.46% 18.92%
5 Year 11.67% 11.67% 16.34%

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 8.71% 8.71% 8%
3 Year 7.72% 7.72% 9.28%
5 Year 9.43% 9.43% 8.14%

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 5.03% 5.03% 4.64%
Sharp 0.6% 0.6% 1.25%
Beta 0.92% 0.92% 0.78%
Alpha 0.21% 0.21% 3.82%

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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
Fund Manage 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 36.04 36.04 31.55
Large Cap 45.57 45.57 30.66
Mid Cap 9.4 9.4 18.54
Small Cap 8.99 8.99 19.25

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 46.38 46.38 1.65
Insurance 0.56 0.56 -
Materials 0.73 0.73 2.54
Technology 1.31 1.31 3.27
Financial 9.7 9.7 20.73
Consumer Staples 1.63 1.63 4.31
Healthcare 5.36 5.36 0.15
Sovereign 9.62 9.62 13.5
Capital Goods 4.87 4.87 23.15
Chemicals 0.59 0.59 2.13
Services 7.1 7.1 9.17
Consumer Discretionary 2.04 2.04 3.29
Automobile 1.37 1.37 0.09
Metals & Mining 0.24 0.24 6.34
Construction 0.88 0.88 8.61
Energy 0.6 0.6 0.72
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 -
Communication - - 0.35

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