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) | ₹3936 Cr | ₹787 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 | 0.25% | -0.61% |
| 6 Month | 1.63% | 3.22% |
| 1 Year | 6% | 1.99% |
| 3 Year | 9.89% | 13.28% |
| 5 Year | 9.08% | 11.02% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.21% | -0.34% |
| 1 Year | 5.48% | 7.52% |
| 3 Year | 8.66% | 10.19% |
| 5 Year | 8.77% | 10.74% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.39% | 7.77% |
| 3 Year | 8.84% | 9.78% |
| 5 Year | 8.28% | 8.55% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.23% | 4.64% |
| Sharp | 1.11% | 1.01% |
| Beta | 0.83% | 0.86% |
| Alpha | 0.67% | 3.87% |
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 | 32.73 | 38.15 |
| Large Cap | 56.66 | 41.33 |
| Small Cap | 3.64 | 5.75 |
| Mid Cap | 6.96 | 14.77 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.62 | 29.88 |
| Energy | 7.07 | 1.82 |
| Technology | 5.21 | 4.97 |
| Healthcare | 5.78 | 5.28 |
| Industrials | 3.08 | 11.22 |
| Basic Materials | 4.11 | 1.41 |
| Financial Services | 28.68 | 26.52 |
| Consumer Defensive | 3.25 | 3.28 |
| Consumer Cyclical | 5.96 | 8.97 |
| Real Estate | 1.31 | - |
| Communication Services | 4.86 | 5.47 |
| Utilities | 3.08 | 1.18 |
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