Invesco India Equity Savings Fund vs HSBC 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 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 | 0.54% | 0.54% | -2.04% |
3 Year | 10.2% | 10.2% | 11.05% |
5 Year | 9.2% | 9.2% | 11.77% |
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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