HSBC Equity Savings Fund vs HDFC Equity Savings Fund compare

HSBC Equity Savings Fund vs HDFC Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5739 Cr	₹723 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹300	₹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	1.24%	0.62%
6 Month	4.37%	8.92%
1 Year	5.65%	6.3%
3 Year	10.26%	13.61%
5 Year	12.52%	13.44%

SIP Return Analysis

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	HSBC Equity Savings Fund - Regular Growth
6 Month	0.87%	2.73%
1 Year	6.17%	10.03%
3 Year	8.61%	12.43%
5 Year	9.27%	11.9%

Rolling Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	HSBC Equity Savings Fund - Regular Growth
1 Year	8.4%	7.91%
3 Year	9.93%	9.59%
5 Year	9.48%	8.48%

Risk Management

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	4.42%	7.29%
Sharp	0.76%	0.89%
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	34.16	38.94
Large Cap	59.11	36.57
Small Cap	4.09	6.7
Mid Cap	2.64	17.79

Sector Allocation

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	HSBC Equity Savings Fund - Regular Growth
Others	30.01	31.45
Energy	7.59	1.73
Technology	4.33	5.12
Industrials	7.18	7.55
Consumer Defensive	2.47	2.93
Basic Materials	4.3	2.8
Financial Services	23.22	25.49
Real Estate	1.72	0.04
Healthcare	5.45	7.72
Consumer Cyclical	9.08	8.47
Utilities	2.41	1.38
Communication Services	2.24	5.32

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