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) | ₹5691 Cr | ₹3501 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹300 | ₹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 | 1.33% | 0.75% |
6 Month | 7.03% | 4.99% |
1 Year | 3.24% | 4.39% |
3 Year | 9.91% | 9.74% |
5 Year | 12.36% | 11.02% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.09% | 1.13% |
1 Year | 7.47% | 6.01% |
3 Year | 9.55% | 9.86% |
5 Year | 9.91% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.44% | 8.8% |
3 Year | 9.91% | 8.61% |
5 Year | 9.47% | 8.09% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.58% | 3.82% |
Sharp | 0.65% | 0.72% |
Beta | - | - |
Alpha | - | - |
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 | 35.21 | 36.3 |
Large Cap | 57.73 | 54.14 |
Small Cap | 4.32 | 3.84 |
Mid Cap | 2.75 | 5.72 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.33 | 32.36 |
Energy | 7.35 | 6.79 |
Technology | 5 | 4.25 |
Industrials | 6.12 | 3.05 |
Consumer Defensive | 2.96 | 2.7 |
Basic Materials | 3.31 | 3.59 |
Financial Services | 23.76 | 25.73 |
Real Estate | 1.61 | 1.29 |
Healthcare | 5.7 | 6.01 |
Consumer Cyclical | 8.47 | 7.5 |
Utilities | 2.32 | 3.09 |
Communication Services | 2.05 | 3.63 |
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