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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 Risk Moderately High Risk Moderately High Risk
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 -2.4% -2.4% -4.67%
6 Month -2.64% -2.64% -4.53%
1 Year 8.47% 8.47% 9.06%
3 Year 8.73% 8.73% 10.47%
5 Year 8% 8% 11.22%

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 0.62% 0.62% -2.64%
3 Year 10.11% 10.11% 10.79%
5 Year 9.08% 9.08% 11.54%

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 5.785% 5.785% 7.035%
Sharp 0.471% 0.471% 0.671%
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
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 33.36 33.36 62.92
Small Cap 10.28 10.28 14.96
Large Cap 45.21 45.21 29.34
Mid Cap 11.15 11.15 27.33

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 33.36 33.36 62.92
Realty 0.55 0.55 3.18
Petroleum Products 3.3 3.3 2.67
IT - Software 9.4 9.4 1.12
Retailing 3.25 3.25 6.34
Personal Products 1.59 1.59 -
Construction 0.84 0.84 0.37
Finance 1.91 1.91 2.39
Healthcare Services 0.61 0.61 -
Banks 11.13 11.13 16.86
Diversified FMCG 0.99 0.99 -
Other Utilities 0.86 0.86 -
Non - Ferrous Metals 0.44 0.44 -
Pharmaceuticals & Biotechnology 7.23 7.23 2.01
Cement & Cement Products 1.85 1.85 -
Paper, Forest & Jute Products 0.6 0.6 -
Electrical Equipment 2.75 2.75 11.64
Industrial Products 1.49 1.49 1.8
Automobiles 2.05 2.05 1.42
Commercial Services & Supplies 0.82 0.82 -
Transport Services 1.65 1.65 0.43
Insurance 0.72 0.72 0.12
Gas 0.1 0.1 0.04
Beverages 5.23 5.23 0.02
Food Products 0.65 0.65 -
Consumer Durables 2.85 2.85 5.75
Chemicals & Petrochemicals 1.04 1.04 -
Fertilizers & Agrochemicals 0.27 0.27 -
Industrial Manufacturing 1.62 1.62 4.33
Power 0.59 0.59 0.98
Auto Components 0.26 0.26 -
Capital Markets - - 4.07
Leisure Services - - 0.05
Aerospace & Defense - - 1.55
Ferrous Metals - - 2.53
Financial Technology (Fintech) - - 1.96

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