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DSP Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon DSP 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 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) ₹5904 Cr ₹3936 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 -0.05% -0.05%
6 Month 3.38% 2.39%
1 Year 6% 5.68%
3 Year 9.95% 9.92%
5 Year 10.73% 9.61%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN DSP Equity Savings Fund - Regular Plan - Growth
6 Month 2.03% 1.44%
1 Year 9.29% 6.76%
3 Year 9.25% 9.26%
5 Year 9.56% 9.09%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN DSP Equity Savings Fund - Regular Plan - Growth
1 Year 8.35% 8.43%
3 Year 9.94% 8.82%
5 Year 9.5% 8.25%

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 33.64 32.73
Large Cap 60.08 56.66
Small Cap 3.58 3.64
Mid Cap 2.7 6.96

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

DSP Equity Savings Fund - Regular Plan - Growth

Others 29.77 27.62
Energy 8.21 7.07
Technology 4 5.21
Industrials 7.08 3.15
Consumer Defensive 2.07 3.25
Basic Materials 3.85 4.11
Financial Services 23.99 28.68
Real Estate 1.44 1.31
Healthcare 5.8 5.78
Consumer Cyclical 9.22 5.88
Utilities 2.26 3.08
Communication Services 2.32 4.86

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