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HSBC Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5904 Cr | ₹787 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 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 | 27.79% | 75% |
| Expense Ratio | 1.89 | 1.51 |
| Manager | Anil Bamboli | Mahesh A Chhabria |
| ISIN Code | INF179K01AM7 | INF917K01AA5 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.05% | -1.78% |
| 6 Month | 2.99% | 5.27% |
| 1 Year | 5.54% | -0.35% |
| 3 Year | 9.93% | 13.32% |
| 5 Year | 10.69% | 11.68% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.03% | 1.27% |
| 1 Year | 9.29% | 10.87% |
| 3 Year | 9.25% | 11.77% |
| 5 Year | 9.56% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.37% | 7.84% |
| 3 Year | 9.94% | 9.72% |
| 5 Year | 9.49% | 8.53% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.39% | 7.28% |
| Sharp | 0.70% | 0.90% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Mahesh A Chhabria |
| Total AUM | ₹135442 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.64 | 38.15 |
| Large Cap | 60.08 | 41.33 |
| Small Cap | 3.58 | 5.75 |
| Mid Cap | 2.7 | 14.77 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 29.77 | 29.88 |
| Energy | 8.21 | 1.82 |
| Technology | 4 | 4.97 |
| Industrials | 7.08 | 11.22 |
| Consumer Defensive | 2.07 | 3.28 |
| Basic Materials | 3.85 | 1.41 |
| Financial Services | 23.99 | 26.52 |
| Real Estate | 1.44 | - |
| Healthcare | 5.8 | 5.28 |
| Consumer Cyclical | 9.22 | 8.97 |
| Utilities | 2.26 | 1.18 |
| Communication Services | 2.32 | 5.47 |
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