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) | ₹3841 Cr | ₹270 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 | 1.03% | 1.85% |
| 6 Month | 2.64% | 4.38% |
| 1 Year | 6.21% | 7.98% |
| 3 Year | 10.13% | 10.14% |
| 5 Year | 10.29% | 8.41% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.45% | 2.37% |
| 1 Year | 6.8% | 10.32% |
| 3 Year | 9.53% | 10.02% |
| 5 Year | 9.25% | 9.32% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.5% | 8.93% |
| 3 Year | 8.77% | 8.3% |
| 5 Year | 8.21% | 9.13% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.65% | 4.99% |
| Sharp | 0.83% | 0.64% |
| 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 |
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