Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5897 Cr ₹1814 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹99
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 17 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 27.79% 620%
Expense Ratio 1.89 1.32
Manager Anil Bamboli Mahendra Kumar Jajoo
ISIN Code INF179K01AM7 INF769K01EI5
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 Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month -0.66% -0.84%
6 Month 1.82% 1.32%
1 Year 6.75% 8.6%
3 Year 9.75% 10.8%
5 Year 9.98% 9.85%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month 1.2% 1.41%
1 Year 7.12% 8.64%
3 Year 8.48% 10.02%
5 Year 9.14% 9.95%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 8.32% 10.33%
3 Year 9.94% 11.12%
5 Year 9.5% 11.95%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.68% 5.04%
Sharp 0.97% 0.97%
Beta 1% 1.19%
Alpha 0.14% 0.41%

Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Anil Bamboli Mahendra Kumar Jajoo
Total AUM ₹135442 Cr ₹8876 Cr
Funds Managed 12 4
HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 33.8 37.86
Large Cap 59.98 49.46
Small Cap 3.53 5.36
Mid Cap 2.69 7.32

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 29.92 33.18
Energy 8.31 3.43
Technology 4.1 5.64
Industrials 7.02 6.02
Consumer Defensive 2.03 3.02
Basic Materials 3.71 6.68
Financial Services 23.63 21.79
Real Estate 1.45 0.98
Healthcare 5.56 5.42
Consumer Cyclical 9.6 8.91
Utilities 2.35 2.98
Communication Services 2.32 1.96

Top Comparisons

ITI Ultra Short Duration Fund Regular - Growth ITI Ultra Short Duration Fund Regular - Growth

3Y Returns6.28%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.32%

Compare Now

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns16.69%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns16.57%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns7.65%

VS

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.01%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G) Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully