DSP Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹3936 Cr | ₹281 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 28 Mar 2016 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 444% | 486% |
| Expense Ratio | 1.32 | 2.48 |
| Manager | Kedar Karnik | Miten Vora |
| ISIN Code | INF740KA1439 | INF955L01II9 |
| Exits Load | Data not available./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.16% | 0.21% |
| 6 Month | 2.21% | 3.53% |
| 1 Year | 6.12% | 7.04% |
| 3 Year | 10.11% | 10.43% |
| 5 Year | 9.79% | 8.23% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.95% | 1.49% |
| 1 Year | 5.39% | 8.53% |
| 3 Year | 8.99% | 9.47% |
| 5 Year | 9.03% | 9.12% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.43% | 8.77% |
| 3 Year | 8.82% | 8.35% |
| 5 Year | 8.25% | 9.06% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 5.00% |
| Sharp | 1.07% | 0.65% |
| Beta | 0.82% | - |
| Alpha | 0.82% | - |
Fund Managers
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Kedar Karnik | Miten Vora |
| Total AUM | ₹32997 Cr | ₹6478 Cr |
| Funds Managed | 11 | 6 |
| DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.73 | 36.42 |
| Large Cap | 56.66 | 47.54 |
| Small Cap | 3.64 | 4.3 |
| Mid Cap | 6.96 | 11.74 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.62 | 29.94 |
| Energy | 7.07 | 3.85 |
| Technology | 5.21 | 5.03 |
| Healthcare | 5.78 | 3.1 |
| Industrials | 3.15 | 8.61 |
| Basic Materials | 4.11 | 7.23 |
| Financial Services | 28.68 | 20.09 |
| Consumer Defensive | 3.25 | 1.84 |
| Consumer Cyclical | 5.88 | 7.31 |
| Real Estate | 1.31 | 4.38 |
| Communication Services | 4.86 | 3.97 |
| Utilities | 3.08 | 4.66 |
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