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) | ₹5823 Cr | ₹1732 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 | 0.81% | 0.26% |
| 6 Month | 3.59% | 3.9% |
| 1 Year | 5.57% | 7.09% |
| 3 Year | 9.83% | 10.68% |
| 5 Year | 11.19% | 10.97% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.23% | 2.39% |
| 1 Year | 9.27% | 11.17% |
| 3 Year | 9.47% | 11.01% |
| 5 Year | 9.77% | 10.52% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.37% | 10.5% |
| 3 Year | 9.94% | 11.12% |
| 5 Year | 9.49% | 12.01% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.42% | 5.45% |
| Sharp | 0.76% | 0.80% |
| 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 | 33.88 | 36.73 |
| Large Cap | 59.7 | 49.77 |
| Small Cap | 3.77 | 6.3 |
| Mid Cap | 2.66 | 7.2 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 29.68 | 34.03 |
| Energy | 8.06 | 3.26 |
| Technology | 3.88 | 4.83 |
| Industrials | 7.06 | 5.71 |
| Consumer Defensive | 2.11 | 3.13 |
| Basic Materials | 4.18 | 6.96 |
| Financial Services | 23.7 | 21.81 |
| Real Estate | 1.71 | 1.18 |
| Healthcare | 5.57 | 5.56 |
| Consumer Cyclical | 9.25 | 8.05 |
| Utilities | 2.39 | 3.49 |
| Communication Services | 2.42 | 1.99 |
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