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 | 0.51% | 1.35% |
6 Month | 10.12% | 5.83% |
1 Year | 5.05% | 5.62% |
3 Year | 14.06% | 10.39% |
5 Year | 13.66% | 8.56% |
SIP Return Analysis
Scheme Name | HSBC Equity Savings Fund - Regular Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.83% | 1.91% |
1 Year | 13.71% | 9.09% |
3 Year | 13.86% | 9.9% |
5 Year | 12.74% | 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% | 4.92% |
Sharp | 0.88% | 0.59% |
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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