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HDFC Equity Savings Fund vs HSBC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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) | ₹5739 Cr | ₹723 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 | 0.63% | -0.5% |
| 6 Month | 4.03% | 7.93% |
| 1 Year | 4.71% | 4.41% |
| 3 Year | 10.07% | 13.41% |
| 5 Year | 12.11% | 13.02% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.18% | 3.38% |
| 1 Year | 8.74% | 11.24% |
| 3 Year | 9.44% | 12.85% |
| 5 Year | 9.75% | 12.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.4% | 7.91% |
| 3 Year | 9.93% | 9.59% |
| 5 Year | 9.48% | 8.48% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.29% |
| Sharp | 0.76% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
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 |
| Funds Managed | 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 | 34.16 | 38.94 |
| Large Cap | 59.11 | 36.57 |
| Small Cap | 4.09 | 6.7 |
| Mid Cap | 2.64 | 17.79 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.01 | 31.45 |
| Energy | 7.59 | 1.73 |
| Technology | 4.33 | 5.12 |
| Industrials | 7.18 | 7.55 |
| Consumer Defensive | 2.47 | 2.93 |
| Basic Materials | 4.3 | 2.8 |
| Financial Services | 23.22 | 25.49 |
| Real Estate | 1.72 | 0.04 |
| Healthcare | 5.45 | 7.72 |
| Consumer Cyclical | 9.08 | 8.47 |
| Utilities | 2.41 | 1.38 |
| Communication Services | 2.24 | 5.32 |
Top Comparisons
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