HSBC Equity Savings Fund vs DSP Equity Savings Fund compare
DSP Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹2995 Cr | ₹649 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 28 Mar 2016 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 444% | 75% |
Expense Ratio | 1.32 | 1.51 |
Manager | Kedar Karnik | Mahesh A Chhabria |
ISIN Code | INF740KA1439 | INF917K01AA5 |
Exits Load | Data not available./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 0.28% | 0.76% |
6 Month | 4.43% | -0.85% |
1 Year | 7.73% | 2.38% |
3 Year | 10.8% | 13.13% |
5 Year | 11.76% | 13.85% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.68% | 4.38% |
1 Year | 7.37% | 4.15% |
3 Year | 10.86% | 12.26% |
5 Year | 10.14% | 11.81% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.82% | 8.13% |
3 Year | 8.5% | 9.47% |
5 Year | 8.01% | 8.41% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.89% | 7.32% |
Sharp | 1.15% | 0.92% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Kedar Karnik | Mahesh A Chhabria |
Total AUM | ₹32997 Cr | ₹15021 Cr |
Funds Managed | 11 | 9 |
DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.7 | 31.72 |
Large Cap | 56.54 | 46.75 |
Mid Cap | 5.78 | 14.13 |
Small Cap | 3.99 | 7.41 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 31.07 | 31.19 |
Energy | 8.15 | 1.98 |
Technology | 3.48 | 1.99 |
Healthcare | 4.39 | 4.81 |
Basic Materials | 3.98 | 1.48 |
Consumer Defensive | 3 | 3.55 |
Industrials | 3.26 | 8.67 |
Financial Services | 26.16 | 31.16 |
Consumer Cyclical | 7.68 | 11.21 |
Real Estate | 1.48 | 0.04 |
Communication Services | 4.3 | 1.92 |
Utilities | 3.06 | 1.98 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.37%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns11.21%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns26.53%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns22.58%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
3Y Returns0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.56%