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) | ₹3905 Cr | ₹279 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 | -0.45% | -1.17% |
| 6 Month | 0.93% | 1.25% |
| 1 Year | 5.77% | 6.98% |
| 3 Year | 9.59% | 9.8% |
| 5 Year | 8.87% | 7.72% |
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% | 1.09% |
| 1 Year | 5.11% | 7.48% |
| 3 Year | 8.58% | 8.79% |
| 5 Year | 8.75% | 8.77% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.36% | 8.68% |
| 3 Year | 8.85% | 8.37% |
| 5 Year | 8.28% | 9.01% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 4.56% |
| Sharp | 1.11% | 0.87% |
| Beta | 0.83% | 1.09% |
| Alpha | 0.67% | -0.14% |
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 | 32.9 | 35.81 |
| Large Cap | 56.65 | 48.04 |
| Small Cap | 3.52 | 4.44 |
| Mid Cap | 6.93 | 11.72 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.17 | 31.85 |
| Energy | 7.19 | 3.89 |
| Technology | 5.06 | 4.93 |
| Healthcare | 5.8 | 3.1 |
| Industrials | 3.17 | 8.36 |
| Basic Materials | 4.38 | 7.56 |
| Financial Services | 27.61 | 20.07 |
| Consumer Cyclical | 6.04 | 7.27 |
| Real Estate | 1.91 | 2.4 |
| Communication Services | 5.31 | 4.01 |
| Utilities | 3.1 | 4.65 |
| Consumer Defensive | 3.26 | 1.91 |
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