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) ₹207 Cr ₹207 Cr ₹341 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 15 Feb 2019 15 Feb 2019 01 Jan 2013
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 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./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 1.88% 1.88% 1.3%
6 Month 12.21% 12.21% 14.29%
1 Year 22.01% 22.01% 26.28%
3 Year 10.24% 10.24% 13.31%
5 Year 10.22% 10.22% 13.7%

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 9.7% 9.7% 11.7%
3 Year 20.48% 20.48% 25.45%
5 Year 30.39% 30.39% 42.82%

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 9.37% 9.37% 13.35%
3 Year 23.26% 23.26% 33.28%
5 Year 33.04% 33.04% 46.54%

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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