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) | ₹2417 Cr | ₹646 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 | 0.5% | 1.1% |
6 Month | 2.61% | -4.72% |
1 Year | 9.56% | 3.73% |
3 Year | 11.37% | 13.17% |
5 Year | 12.4% | 14.63% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.92% | 3.05% |
1 Year | 7.43% | 1.76% |
3 Year | 10.99% | 12.03% |
5 Year | 10.26% | 11.73% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.82% | 8.13% |
3 Year | 8.5% | 9.47% |
5 Year | 8.01% | 8.41% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.11% | 7.536% |
Sharp | 0.656% | 0.463% |
Beta | - | - |
Alpha | - | - |
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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 | 29.62 | 30.31 |
Large Cap | 57.12 | 30.87 |
Mid Cap | 8.16 | 27.88 |
Small Cap | 5.11 | 10.93 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 27.99 | 30.31 |
Energy | 8.65 | 2.24 |
Industrials | 4.1 | 11.69 |
Technology | 2.74 | 6.08 |
Healthcare | 3.9 | 1.82 |
Basic Materials | 4.98 | 1.25 |
Consumer Defensive | 2.23 | 0.02 |
Financial Services | 27.81 | 35.89 |
Consumer Cyclical | 8.74 | 9.62 |
Communication Services | 5.01 | - |
Utilities | 3.65 | 1.03 |
Real Estate | 0.2 | 0.04 |
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