HSBC Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
HSBC Equity Savings Fund - Regular Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹723 Cr | ₹265 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Oct 2011 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 75% | 486% |
| Expense Ratio | 1.51 | 2.48 |
| Manager | Mahesh A Chhabria | Miten Vora |
| ISIN Code | INF917K01AA5 | INF955L01II9 |
| Exits Load | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.72% | 1.48% |
| 6 Month | 7.66% | 4.97% |
| 1 Year | 4.76% | 6.42% |
| 3 Year | 13.41% | 10% |
| 5 Year | 13.04% | 8.43% |
SIP Return Analysis
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.55% | 2.23% |
| 1 Year | 10.51% | 9.88% |
| 3 Year | 12.48% | 9.86% |
| 5 Year | 11.91% | 9.21% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.91% | 9.07% |
| 3 Year | 9.59% | 8.23% |
| 5 Year | 8.48% | 9.19% |
Risk Management
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.29% | 4.99% |
| Sharp | 0.89% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Mahesh A Chhabria | Miten Vora |
| Total AUM | ₹15021 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Equity Savings Fund - Regular Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 38.94 | 35.82 |
| Large Cap | 36.57 | 48.21 |
| Small Cap | 6.7 | 5.28 |
| Mid Cap | 17.79 | 10.7 |
Sector Allocation
| Scheme Name |
HSBC Equity Savings Fund - Regular Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.45 | 28.2 |
| Energy | 1.73 | 3.93 |
| Technology | 5.12 | 3.89 |
| Financial Services | 25.49 | 18.8 |
| Industrials | 7.55 | 8.55 |
| Healthcare | 7.72 | 3.44 |
| Consumer Cyclical | 8.47 | 7.39 |
| Basic Materials | 2.8 | 7.62 |
| Utilities | 1.38 | 5.78 |
| Consumer Defensive | 2.93 | 2.6 |
| Communication Services | 5.32 | 3.77 |
| Real Estate | 0.04 | 6.02 |
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