HDFC Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5463 Cr ₹548 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 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 27.79% 75%
Expense Ratio 1.89 1.51
Manager Anil Bamboli Mahesh A Chhabria
ISIN Code INF179K01AM7 INF917K01AA5
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 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 HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
1 Month -0.22% -4.77%
6 Month -0.4% -1.47%
1 Year 6.86% 11.93%
3 Year 9.04% 10.86%
5 Year 10.86% 11.64%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 3.33% 3.98%
3 Year 10.18% 13.21%
5 Year 11.04% 12.91%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
1 Year 8.6% 8.17%
3 Year 9.9% 9.36%
5 Year 9.44% 8.3%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.68% 4.64%
Sharp 0.9% 1.25%
Beta 0.88% 0.78%
Alpha 1.46% 3.82%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Name Anil Bamboli Mahesh A Chhabria
Total AUM ₹135442 Cr ₹15021 Cr
Fund Manage 12 9
HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

HSBC Equity Savings Fund - Regular Growth

Others 65.48 62.92
Large Cap 57.55 29.34
Mid Cap 5.1 27.33
Small Cap 5.25 14.96

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

HSBC Equity Savings Fund - Regular Growth

Others 65.48 62.92
Petroleum Products 2.86 2.67
IT - Software 3.63 1.12
Construction 1.99 0.37
Finance 1.26 2.39
Ferrous Metals 2.22 2.53
Diversified FMCG 2.02 -
Non - Ferrous Metals 0.53 -
Banks 19.19 16.86
Realty 1.57 3.18
Pharmaceuticals & Biotechnology 4.99 2.01
Automobiles 7.11 1.42
Aerospace & Defense 0.39 1.55
Cement & Cement Products 0.32 -
Fertilizers & Agrochemicals 0.57 -
Power 3.39 0.98
Insurance 1.72 0.12
Entertainment 0.2 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.08 -
Oil 0.32 -
Consumer Durables 3.02 5.75
Telecom - Services 1.67 -
Auto Components 0.74 -
Healthcare Services 0.52 -
Chemicals & Petrochemicals 0.18 -
Transport Infrastructure 2.52 -
Consumable Fuels 0.41 -
Paper, Forest & Jute Products 0.25 -
Beverages 3.21 0.02
Electrical Equipment - 11.64
Capital Markets - 4.07
Leisure Services - 0.05
Transport Services - 0.43
Gas - 0.04
Financial Technology (Fintech) - 1.96
Industrial Products - 1.8
Retailing - 6.34
Industrial Manufacturing - 4.33

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