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) | ₹3773 Cr | ₹265 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 0.69% | 1.35% |
6 Month | 2.97% | 5.83% |
1 Year | 5.14% | 5.62% |
3 Year | 10.2% | 10.39% |
5 Year | 10.82% | 8.56% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.23% | 1.91% |
1 Year | 6.46% | 9.09% |
3 Year | 9.76% | 9.9% |
5 Year | 9.43% | 9.21% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.66% | 9.07% |
3 Year | 8.68% | 8.23% |
5 Year | 8.16% | 9.19% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.68% | 4.92% |
Sharp | 0.87% | 0.59% |
Beta | - | - |
Alpha | - | - |
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 | 34.83 | 35.82 |
Large Cap | 55.48 | 48.21 |
Small Cap | 3.65 | 5.28 |
Mid Cap | 6.04 | 10.7 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 30.89 | 28.2 |
Energy | 6.63 | 3.93 |
Technology | 5.25 | 3.89 |
Healthcare | 5.88 | 3.44 |
Industrials | 2.98 | 8.55 |
Basic Materials | 3.45 | 7.62 |
Financial Services | 25.71 | 18.8 |
Consumer Defensive | 3.47 | 2.6 |
Consumer Cyclical | 6.96 | 7.39 |
Real Estate | 1.39 | 6.02 |
Communication Services | 4.17 | 3.77 |
Utilities | 3.21 | 5.78 |
Top Comparisons
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns32.75%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns12.76%
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Sundaram Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Franklin India Flexi Cap Fund - Growth
3Y Returns19.1%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns13.68%
Bandhan Small Cap Fund Regular Growth
3Y Returns30.19%
Tata Small Cap Fund Regular Growth
3Y Returns19.4%