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Invesco India Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderately High Risk | Moderately High Risk |
| Asset Size (Cr) | ₹5584 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 17 Sep 2004 | 06 Mar 2019 | 06 Mar 2019 |
| 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 | 27.79% | 469% | 469% |
| Expense Ratio | 1.89 | 2.3 | 2.3 |
| Manager | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF179K01AM7 | INF205KA1023 | INF205KA1023 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.79% | -2.4% | -2.4% |
| 6 Month | -1.91% | -2.64% | -2.64% |
| 1 Year | 5.03% | 8.47% | 8.47% |
| 3 Year | 9.23% | 8.73% | 8.73% |
| 5 Year | 10.64% | 8% | 8% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 0.59% | 0.54% | 0.54% |
| 3 Year | 9.21% | 10.2% | 10.2% |
| 5 Year | 10.55% | 9.2% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.6% | 9.26% | 9.26% |
| 3 Year | 9.9% | 7.81% | 7.81% |
| 5 Year | 9.44% | 9.43% | 9.43% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.871% | 5.785% | 5.785% |
| Sharp | 0.573% | 0.471% | 0.471% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anil Bamboli | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹135442 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 12 | 19 | 19 |
| HDFC Equity Savings Fund - GROWTH PLAN | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 65.48 | 33.36 | 33.36 |
| Large Cap | 57.55 | 45.21 | 45.21 |
| Mid Cap | 5.1 | 11.15 | 11.15 |
| Small Cap | 5.25 | 10.28 | 10.28 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 65.48 | 33.36 | 33.36 |
| Petroleum Products | 2.86 | 3.3 | 3.3 |
| IT - Software | 3.63 | 9.4 | 9.4 |
| Construction | 1.99 | 0.84 | 0.84 |
| Finance | 1.26 | 1.91 | 1.91 |
| Ferrous Metals | 2.22 | - | - |
| Diversified FMCG | 2.02 | 0.99 | 0.99 |
| Non - Ferrous Metals | 0.53 | 0.44 | 0.44 |
| Banks | 19.19 | 11.13 | 11.13 |
| Realty | 1.57 | 0.55 | 0.55 |
| Pharmaceuticals & Biotechnology | 4.99 | 7.23 | 7.23 |
| Automobiles | 7.11 | 2.05 | 2.05 |
| Aerospace & Defense | 0.39 | - | - |
| Cement & Cement Products | 0.32 | 1.85 | 1.85 |
| Fertilizers & Agrochemicals | 0.57 | 0.27 | 0.27 |
| Power | 3.39 | 0.59 | 0.59 |
| Insurance | 1.72 | 0.72 | 0.72 |
| Entertainment | 0.2 | - | - |
| Agricultural Food & other Products | 0.02 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.08 | - | - |
| Oil | 0.32 | - | - |
| Consumer Durables | 3.02 | 2.85 | 2.85 |
| Telecom - Services | 1.67 | - | - |
| Auto Components | 0.74 | 0.26 | 0.26 |
| Healthcare Services | 0.52 | 0.61 | 0.61 |
| Chemicals & Petrochemicals | 0.18 | 1.04 | 1.04 |
| Transport Infrastructure | 2.52 | - | - |
| Consumable Fuels | 0.41 | - | - |
| Paper, Forest & Jute Products | 0.25 | 0.6 | 0.6 |
| Beverages | 3.21 | 5.23 | 5.23 |
| Retailing | - | 3.25 | 3.25 |
| Personal Products | - | 1.59 | 1.59 |
| Other Utilities | - | 0.86 | 0.86 |
| Electrical Equipment | - | 2.75 | 2.75 |
| Industrial Products | - | 1.49 | 1.49 |
| Commercial Services & Supplies | - | 0.82 | 0.82 |
| Transport Services | - | 1.65 | 1.65 |
| Gas | - | 0.1 | 0.1 |
| Food Products | - | 0.65 | 0.65 |
| Industrial Manufacturing | - | 1.62 | 1.62 |
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