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) | ₹3501 Cr | ₹269 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 | 0.78% | 1.1% |
6 Month | 5.2% | 8.22% |
1 Year | 4.6% | 4.1% |
3 Year | 10.13% | 9.91% |
5 Year | 10.75% | 8.44% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.13% | 1.88% |
1 Year | 6.01% | 7.57% |
3 Year | 9.86% | 9.64% |
5 Year | 9.46% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.8% | 9.21% |
3 Year | 8.61% | 8.13% |
5 Year | 8.09% | 9.28% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.82% | 5.00% |
Sharp | 0.72% | 0.50% |
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 | 36.3 | 35.85 |
Large Cap | 54.14 | 49.22 |
Mid Cap | 5.72 | 9.78 |
Small Cap | 3.84 | 5.15 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.36 | 29.05 |
Energy | 6.79 | 5.06 |
Technology | 4.25 | 3.27 |
Healthcare | 6.01 | 3.88 |
Basic Materials | 3.59 | 7.32 |
Consumer Defensive | 2.7 | 2.68 |
Industrials | 3.05 | 8.3 |
Financial Services | 25.73 | 19.28 |
Consumer Cyclical | 7.5 | 5.46 |
Real Estate | 1.29 | 5.96 |
Communication Services | 3.63 | 3.9 |
Utilities | 3.09 | 5.85 |
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