DSP Equity Savings Fund vs HSBC Equity Savings Fund compare
DSP Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹3501 Cr | ₹655 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 28 Mar 2016 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 444% | 75% |
| Expense Ratio | 1.32 | 1.51 |
| Manager | Kedar Karnik | Mahesh A Chhabria |
| ISIN Code | INF740KA1439 | INF917K01AA5 |
| Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% 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 | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.34% | 2.05% |
| 6 Month | 4.52% | 9.34% |
| 1 Year | 5.96% | 3.91% |
| 3 Year | 9.7% | 12.88% |
| 5 Year | 11.1% | 13.3% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.21% | 4.81% |
| 1 Year | 5.3% | 7.11% |
| 3 Year | 9.94% | 12.77% |
| 5 Year | 9.56% | 12.1% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.8% | 8.03% |
| 3 Year | 8.61% | 9.53% |
| 5 Year | 8.09% | 8.45% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.74% | 7.29% |
| Sharp | 0.95% | 0.81% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Kedar Karnik | Mahesh A Chhabria |
| Total AUM | ₹32997 Cr | ₹15021 Cr |
| Funds Managed | 11 | 9 |
| DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 36.3 | 38.05 |
| Large Cap | 54.14 | 38.37 |
| Mid Cap | 5.72 | 17.46 |
| Small Cap | 3.84 | 6.12 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.36 | 32.02 |
| Energy | 6.79 | 1.94 |
| Technology | 4.25 | 2.64 |
| Healthcare | 6.01 | 7.89 |
| Basic Materials | 3.59 | 1.29 |
| Consumer Defensive | 2.7 | 3.1 |
| Industrials | 3.05 | 10.18 |
| Financial Services | 25.73 | 26.43 |
| Consumer Cyclical | 7.5 | 11.01 |
| Real Estate | 1.29 | 0.05 |
| Communication Services | 3.63 | 1.9 |
| Utilities | 3.09 | 1.55 |
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