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) | ₹3905 Cr | ₹786 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 | -0.48% | -2.21% |
| 6 Month | 1.09% | 2% |
| 1 Year | 5.98% | 5.27% |
| 3 Year | 9.62% | 12.96% |
| 5 Year | 8.96% | 11% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.95% | -1.02% |
| 1 Year | 5.11% | 6.83% |
| 3 Year | 8.58% | 9.89% |
| 5 Year | 8.75% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.36% | 7.75% |
| 3 Year | 8.85% | 9.8% |
| 5 Year | 8.28% | 8.56% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.23% | 4.64% |
| Sharp | 1.11% | 1.01% |
| Beta | 0.83% | 0.86% |
| Alpha | 0.67% | 3.87% |
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 | 32.9 | 38.57 |
| Large Cap | 56.65 | 42.83 |
| Small Cap | 3.52 | 6.45 |
| Mid Cap | 6.93 | 12.16 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.17 | 27.74 |
| Energy | 7.19 | 1.68 |
| Technology | 5.06 | 4.66 |
| Healthcare | 5.8 | 4.39 |
| Industrials | 3.17 | 12.13 |
| Basic Materials | 4.38 | 1.53 |
| Financial Services | 27.61 | 27.35 |
| Consumer Cyclical | 6.04 | 11.37 |
| Real Estate | 1.91 | - |
| Communication Services | 5.31 | 4.95 |
| Utilities | 3.1 | 1.16 |
| Consumer Defensive | 3.26 | 3.05 |
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