HDFC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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) | ₹5691 Cr | ₹1615 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
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 | 0.64% | 0.65% |
6 Month | 4.78% | 5.78% |
1 Year | 4.5% | 6.6% |
3 Year | 10.7% | 11.57% |
5 Year | 12.63% | 12% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.82% | 1.89% |
1 Year | 8.37% | 10.35% |
3 Year | 9.51% | 11.03% |
5 Year | 9.86% | 10.53% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.4% | 10.79% |
3 Year | 9.93% | 11.06% |
5 Year | 9.48% | 12.06% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.47% | 5.43% |
Sharp | 0.79% | 0.78% |
Beta | - | - |
Alpha | - | - |
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 | 34.16 | 35.9 |
Large Cap | 59.11 | 50.05 |
Small Cap | 4.09 | 6.87 |
Mid Cap | 2.64 | 7.18 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 30.01 | 33.76 |
Energy | 7.59 | 3.9 |
Technology | 4.33 | 4.27 |
Industrials | 7.18 | 6.02 |
Consumer Defensive | 2.47 | 3.19 |
Basic Materials | 4.3 | 6.79 |
Financial Services | 23.22 | 20.53 |
Real Estate | 1.72 | 1.12 |
Healthcare | 5.45 | 5.55 |
Consumer Cyclical | 9.08 | 8.88 |
Utilities | 2.41 | 3.79 |
Communication Services | 2.24 | 2.19 |
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