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HSBC Equity Savings Fund - Regular Growth

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Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹649 Cr	₹263 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 Oct 2011	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	75%	486%
Expense Ratio	1.51	2.48
Manager	Mahesh A Chhabria	Miten Vora
ISIN Code	INF917K01AA5	INF955L01II9
Exits Load	HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./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	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month	0.76%	0.26%
6 Month	-0.85%	4.58%
1 Year	2.38%	6.45%
3 Year	13.13%	11.12%
5 Year	13.85%	8.92%

SIP Return Analysis

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	4.38%	4.18%
1 Year	4.15%	8.67%
3 Year	12.26%	10.56%
5 Year	11.81%	9.41%

Rolling Lumpsum Returns

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	8.13%	9.44%
3 Year	9.47%	8.05%
5 Year	8.41%	9.29%

Risk Management

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	7.32%	5.21%
Sharp	0.92%	0.94%
Beta	-	-
Alpha	-	-

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Fund Managers

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name	Mahesh A Chhabria	Miten Vora
Total AUM	₹15021 Cr	₹6478 Cr
Funds Managed	9	6
	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	31.72	32.91
Large Cap	46.75	50.79
Small Cap	7.41	6.25
Mid Cap	14.13	10.05

Sector Allocation

Scheme Name	HSBC Equity Savings Fund - Regular Growth	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	31.19	28.65
Energy	1.98	5.99
Technology	1.99	2.93
Financial Services	31.16	20.27
Industrials	8.67	8.43
Healthcare	4.81	4.21
Consumer Cyclical	11.21	4.27
Basic Materials	1.48	7.26
Consumer Defensive	3.55	2.64
Utilities	1.98	6.36
Communication Services	1.92	3.83
Real Estate	0.04	5.17

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