HSBC Equity Savings Fund - Regular Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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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