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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) | ₹5691 Cr | ₹671 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 | 1.03% | 2.65% |
| 6 Month | 7.03% | 12.87% |
| 1 Year | 3.2% | 5.37% |
| 3 Year | 9.88% | 13.44% |
| 5 Year | 12.3% | 13.61% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.09% | 5.93% |
| 1 Year | 7.47% | 12.93% |
| 3 Year | 9.55% | 14.04% |
| 5 Year | 9.91% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.44% | 8.03% |
| 3 Year | 9.91% | 9.53% |
| 5 Year | 9.47% | 8.45% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.58% | 7.31% |
| Sharp | 0.65% | 0.84% |
| 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 | 35.21 | 38.05 |
| Large Cap | 57.73 | 38.37 |
| Small Cap | 4.32 | 6.12 |
| Mid Cap | 2.75 | 17.46 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.33 | 32.02 |
| Energy | 7.35 | 1.94 |
| Technology | 5 | 2.64 |
| Industrials | 6.12 | 10.18 |
| Consumer Defensive | 2.96 | 3.1 |
| Basic Materials | 3.31 | 1.29 |
| Financial Services | 23.76 | 26.43 |
| Real Estate | 1.61 | 0.05 |
| Healthcare | 5.7 | 7.89 |
| Consumer Cyclical | 8.47 | 11.01 |
| Utilities | 2.32 | 1.55 |
| Communication Services | 2.05 | 1.9 |
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