HDFC Equity Savings Fund vs DSP 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) | ₹5584 Cr | ₹2417 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 | 0.91% | 0.48% |
6 Month | 3.51% | 3.83% |
1 Year | 5.99% | 9.14% |
3 Year | 12.35% | 11.72% |
5 Year | 13.12% | 12.16% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.26% | 2.38% |
1 Year | 6.44% | 7.01% |
3 Year | 10.43% | 11% |
5 Year | 10.72% | 10.32% |
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 | 4.946% | 4.11% |
Sharp | 0.518% | 0.656% |
Beta | - | - |
Alpha | - | - |
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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 | 33.86 | 29.62 |
Large Cap | 58.5 | 57.12 |
Small Cap | 4.14 | 5.11 |
Mid Cap | 3.5 | 8.16 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.83 | 27.99 |
Energy | 6.35 | 8.65 |
Technology | 5.68 | 2.74 |
Industrials | 5.1 | 4.1 |
Consumer Defensive | 4.67 | 2.23 |
Basic Materials | 3.37 | 4.98 |
Financial Services | 19.87 | 27.81 |
Healthcare | 4.94 | 3.9 |
Consumer Cyclical | 11.74 | 8.74 |
Communication Services | 1.81 | 5.01 |
Utilities | 2.63 | 3.65 |
Real Estate | - | 0.2 |
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