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) | ₹3501 Cr | ₹655 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 | -0.23% | 2.41% |
6 Month | 4.49% | 9.2% |
1 Year | 6.16% | 3.93% |
3 Year | 9.84% | 13.11% |
5 Year | 11.08% | 13.29% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.21% | 4.81% |
1 Year | 5.3% | 7.11% |
3 Year | 9.94% | 12.77% |
5 Year | 9.56% | 12.1% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.8% | 8.03% |
3 Year | 8.61% | 9.53% |
5 Year | 8.09% | 8.45% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 3.74% | 7.29% |
Sharp | 0.95% | 0.81% |
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 | 36.3 | 38.05 |
Large Cap | 54.14 | 38.37 |
Mid Cap | 5.72 | 17.46 |
Small Cap | 3.84 | 6.12 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.36 | 32.02 |
Energy | 6.79 | 1.94 |
Technology | 4.25 | 2.64 |
Healthcare | 6.01 | 7.89 |
Basic Materials | 3.59 | 1.29 |
Consumer Defensive | 2.7 | 3.1 |
Industrials | 3.05 | 10.18 |
Financial Services | 25.73 | 26.43 |
Consumer Cyclical | 7.5 | 11.01 |
Real Estate | 1.29 | 0.05 |
Communication Services | 3.63 | 1.9 |
Utilities | 3.09 | 1.55 |
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