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) | ₹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 |
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