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DSP Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5823 Cr | ₹3841 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 444% |
| Expense Ratio | 1.89 | 1.32 |
| Manager | Anil Bamboli | Kedar Karnik |
| ISIN Code | INF179K01AM7 | INF740KA1439 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.7% | 0.5% |
| 6 Month | 2.6% | 1.83% |
| 1 Year | 5.08% | 4.82% |
| 3 Year | 9.86% | 9.9% |
| 5 Year | 10.94% | 9.7% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.35% | 1.72% |
| 1 Year | 9.49% | 6.92% |
| 3 Year | 9.37% | 9.37% |
| 5 Year | 9.64% | 9.19% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.37% | 8.46% |
| 3 Year | 9.94% | 8.8% |
| 5 Year | 9.49% | 8.23% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.39% | 4.23% |
| Sharp | 0.70% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Kedar Karnik |
| Total AUM | ₹135442 Cr | ₹32997 Cr |
| Funds Managed | 12 | 11 |
| HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.88 | 33.03 |
| Large Cap | 59.7 | 56.84 |
| Small Cap | 3.77 | 3.67 |
| Mid Cap | 2.66 | 6.46 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.68 | 28.42 |
| Energy | 8.06 | 7.18 |
| Technology | 3.88 | 5.81 |
| Industrials | 7.06 | 3.19 |
| Consumer Defensive | 2.11 | 3.63 |
| Basic Materials | 4.18 | 3.91 |
| Financial Services | 23.7 | 27.41 |
| Real Estate | 1.71 | 1.38 |
| Healthcare | 5.57 | 5.64 |
| Consumer Cyclical | 9.25 | 5.66 |
| Utilities | 2.39 | 3.18 |
| Communication Services | 2.42 | 4.6 |
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