HSBC Equity Savings Fund vs DSP Equity Savings Fund compare

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DSP Equity Savings Fund - Regular Plan - Growth

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3841 Cr	₹759 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

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Month	0.73%	-0.23%
6 Month	2.58%	5.79%
1 Year	5.24%	2.38%
3 Year	9.85%	13.27%
5 Year	9.91%	12.06%

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	1.65%	2.69%
1 Year	6.92%	11.92%
3 Year	9.52%	12.51%
5 Year	9.29%	12.01%

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	8.46%	7.84%
3 Year	8.8%	9.72%
5 Year	8.23%	8.53%

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	4.23%	7.29%
Sharp	1.04%	0.89%
Beta	0.8%	-
Alpha	0.63%	-

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

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	-8.67	37.06
Large Cap	58.64	38.44
Small Cap	4.79	6.41
Mid Cap	6.02	18.09

Scheme Name	DSP Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	-10.81	29.99
Petroleum Products	3.08	-
IT - Software	5.81	-
Pharmaceuticals & Biotechnology	4.9	-
Construction	2.11	-
Ferrous Metals	0.15	-
Insurance	2.67	-
Banks	21.22	-
Diversified FMCG	3.52	-
Non - Ferrous Metals	0.82	-
Consumer Durables	1.58	-
Automobiles	3.6	-
Aerospace & Defense	1.13	-
Cement & Cement Products	0.42	-
Chemicals & Petrochemicals	0.47	-
Realty	1.39	-
Finance	2.43	-
Telecom - Services	4.57	-
Gas	1.77	-
IT - Services	0.43	-
Diversified Metals	1.16	-
Oil	0.94	-
Power	2.39	-
Leisure Services	0.08	-
Healthcare Services	0.73	-
Metals & Minerals Trading	2.16	-
Industrial Products	0.05	-
Minerals & Mining	0.36	-
Retailing	0.02	-
Transport Infrastructure	0.21	-
Capital Markets	0.11	-
Auto Components	1.01	-
Beverages	0.12	-
Commercial Services & Supplies	0.18	-
Energy	-	1.79
Technology	-	6.81
Financial Services	-	28.18
Industrials	-	6.16
Healthcare	-	7.5
Consumer Cyclical	-	8.38
Basic Materials	-	0.96
Utilities	-	1.34
Consumer Defensive	-	3.35
Communication Services	-	5.54
Real Estate	-	0