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) | ₹655 Cr | ₹261 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 | 2.53% | -0.79% |
6 Month | 11.06% | 7.45% |
1 Year | 4.39% | 3.62% |
3 Year | 13.36% | 9.61% |
5 Year | 13.16% | 8.11% |
SIP Return Analysis
Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.7% | 0.74% |
1 Year | 9.3% | 4.88% |
3 Year | 13.13% | 9.01% |
5 Year | 12.34% | 8.6% |
Rolling Lumpsum Returns
Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.03% | 9.21% |
3 Year | 9.53% | 8.13% |
5 Year | 8.45% | 9.28% |
Risk Management
Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.29% | 4.95% |
Sharp | 0.81% | 0.67% |
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 | 38.05 | 35.85 |
Large Cap | 38.37 | 49.22 |
Small Cap | 6.12 | 5.15 |
Mid Cap | 17.46 | 9.78 |
Sector Allocation
Scheme Name |
HSBC Equity Savings Fund - Regular Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.02 | 29.05 |
Energy | 1.94 | 5.06 |
Technology | 2.64 | 3.27 |
Financial Services | 26.43 | 19.28 |
Industrials | 10.18 | 8.3 |
Healthcare | 7.89 | 3.88 |
Consumer Cyclical | 11.01 | 5.46 |
Basic Materials | 1.29 | 7.32 |
Utilities | 1.55 | 5.85 |
Consumer Defensive | 3.1 | 2.68 |
Communication Services | 1.9 | 3.9 |
Real Estate | 0.05 | 5.96 |
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