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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) | ₹5739 Cr | ₹3773 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 | 1.24% | 0.84% |
| 6 Month | 4.37% | 2.39% |
| 1 Year | 5.65% | 5.19% |
| 3 Year | 10.26% | 9.97% |
| 5 Year | 12.52% | 10.63% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | 1.38% |
| 1 Year | 8.74% | 6.26% |
| 3 Year | 9.44% | 9.45% |
| 5 Year | 9.75% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 8.66% |
| 3 Year | 9.93% | 8.68% |
| 5 Year | 9.48% | 8.16% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 3.65% |
| Sharp | 0.76% | 0.83% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.16 | 34.83 |
| Large Cap | 59.11 | 55.48 |
| Small Cap | 4.09 | 3.65 |
| Mid Cap | 2.64 | 6.04 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.01 | 30.89 |
| Energy | 7.59 | 6.63 |
| Technology | 4.33 | 5.25 |
| Industrials | 7.18 | 2.98 |
| Consumer Defensive | 2.47 | 3.47 |
| Basic Materials | 4.3 | 3.45 |
| Financial Services | 23.22 | 25.71 |
| Real Estate | 1.72 | 1.39 |
| Healthcare | 5.45 | 5.88 |
| Consumer Cyclical | 9.08 | 6.96 |
| Utilities | 2.41 | 3.21 |
| Communication Services | 2.24 | 4.17 |
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