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 | ₹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 | 0.85% | 0.65% |
| 6 Month | 2.64% | 3.71% |
| 1 Year | 5.17% | 5.83% |
| 3 Year | 9.86% | 9.99% |
| 5 Year | 9.93% | 8.34% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.72% | 2.57% |
| 1 Year | 6.92% | 10.66% |
| 3 Year | 9.37% | 9.92% |
| 5 Year | 9.19% | 9.31% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.46% | 8.86% |
| 3 Year | 8.8% | 8.33% |
| 5 Year | 8.23% | 9.08% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 4.99% |
| Sharp | 1.07% | 0.64% |
| Beta | 0.82% | - |
| Alpha | 0.82% | - |
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 | -8.67 | 35.72 |
| Large Cap | 58.64 | 48.06 |
| Small Cap | 4.79 | 4.84 |
| Mid Cap | 6.02 | 11.38 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | -10.81 | 28.2 |
| Petroleum Products | 3.08 | - |
| IT - Software | 5.81 | - |
| Pharmaceuticals & Biotechnology | 4.9 | - |
| Construction | 2.11 | - |
| Ferrous Metals | 0.15 | - |
| Insurance | 2.67 | - |
| Banks | 21.22 | - |
| Diversified FMCG | 3.52 | - |
| Non - Ferrous Metals | 0.82 | - |
| Consumer Durables | 1.58 | - |
| Automobiles | 3.6 | - |
| Aerospace & Defense | 1.13 | - |
| Cement & Cement Products | 0.42 | - |
| Chemicals & Petrochemicals | 0.47 | - |
| Realty | 1.39 | - |
| Finance | 2.43 | - |
| Telecom - Services | 4.57 | - |
| Gas | 1.77 | - |
| IT - Services | 0.43 | - |
| Diversified Metals | 1.16 | - |
| Oil | 0.94 | - |
| Power | 2.39 | - |
| Leisure Services | 0.08 | - |
| Healthcare Services | 0.73 | - |
| Metals & Minerals Trading | 2.16 | - |
| Industrial Products | 0.05 | - |
| Minerals & Mining | 0.36 | - |
| Retailing | 0.02 | - |
| Transport Infrastructure | 0.21 | - |
| Capital Markets | 0.11 | - |
| Auto Components | 1.01 | - |
| Beverages | 0.12 | - |
| Commercial Services & Supplies | 0.18 | - |
| Energy | - | 3.8 |
| Technology | - | 4.27 |
| Industrials | - | 8.94 |
| Healthcare | - | 3.22 |
| Basic Materials | - | 7.82 |
| Financial Services | - | 19.07 |
| Real Estate | - | 5.42 |
| Consumer Cyclical | - | 6.88 |
| Consumer Defensive | - | 2.51 |
| Utilities | - | 5.83 |
| Communication Services | - | 4.04 |
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