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) | ₹3591 Cr | ₹671 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 | 0.6% | 0.47% |
6 Month | 2.84% | 10.13% |
1 Year | 5.08% | 4.6% |
3 Year | 10.37% | 14.11% |
5 Year | 10.82% | 13.78% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 0.98% | 5.13% |
1 Year | 6.13% | 14.47% |
3 Year | 9.61% | 13.95% |
5 Year | 9.29% | 12.74% |
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 | 3.68% | 7.29% |
Sharp | 0.87% | 0.88% |
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 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.9%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns17.18%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns17.34%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.72%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.77%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.4%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns18.49%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.68%