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) | ₹3773 Cr | ₹723 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 | 0.57% | -0.72% |
| 6 Month | 2.19% | 7.66% |
| 1 Year | 4.8% | 4.76% |
| 3 Year | 9.98% | 13.41% |
| 5 Year | 10.35% | 13.04% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.16% | 2.55% |
| 1 Year | 5.97% | 10.51% |
| 3 Year | 9.28% | 12.48% |
| 5 Year | 9.11% | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.66% | 7.91% |
| 3 Year | 8.68% | 9.59% |
| 5 Year | 8.16% | 8.48% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.65% | 7.29% |
| Sharp | 0.83% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.83 | 38.94 |
| Large Cap | 55.48 | 36.57 |
| Small Cap | 3.65 | 6.7 |
| Mid Cap | 6.04 | 17.79 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.89 | 31.45 |
| Energy | 6.63 | 1.73 |
| Technology | 5.25 | 5.12 |
| Healthcare | 5.88 | 7.72 |
| Industrials | 2.98 | 7.55 |
| Basic Materials | 3.45 | 2.8 |
| Financial Services | 25.71 | 25.49 |
| Consumer Defensive | 3.47 | 2.93 |
| Consumer Cyclical | 6.96 | 8.47 |
| Real Estate | 1.39 | 0.04 |
| Communication Services | 4.17 | 5.32 |
| Utilities | 3.21 | 1.38 |
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