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) | ₹5546 Cr | ₹2995 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 | 1.19% | 0.87% |
6 Month | 3.56% | 3.58% |
1 Year | 5.64% | 7.97% |
3 Year | 11.95% | 11.28% |
5 Year | 12.97% | 11.89% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.07% | 2.87% |
1 Year | 7.89% | 7.6% |
3 Year | 10.54% | 10.97% |
5 Year | 10.73% | 10.27% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.52% | 8.82% |
3 Year | 9.88% | 8.5% |
5 Year | 9.46% | 8.01% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.72% | 3.89% |
Sharp | 1.07% | 1.15% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 31.96 | 33.7 |
Large Cap | 60.75 | 56.54 |
Small Cap | 4.21 | 3.99 |
Mid Cap | 3.07 | 5.78 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 29.73 | 31.07 |
Energy | 7.62 | 8.15 |
Technology | 5.46 | 3.48 |
Industrials | 6.9 | 3.26 |
Consumer Defensive | 3.76 | 3 |
Basic Materials | 4.9 | 3.98 |
Financial Services | 22.53 | 26.16 |
Real Estate | 1.6 | 1.48 |
Healthcare | 4.52 | 4.39 |
Consumer Cyclical | 8.74 | 7.68 |
Utilities | 2.21 | 3.06 |
Communication Services | 2.04 | 4.3 |
Top Comparisons
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns9.97%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns20.11%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns9.43%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns8.73%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns24.26%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns26.43%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%