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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) | ₹5584 Cr | ₹646 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 | 1.78% | 1.48% |
| 6 Month | 1.19% | -2.15% |
| 1 Year | 6.53% | 6.14% |
| 3 Year | 10.12% | 11.06% |
| 5 Year | 13.17% | 14.51% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.88% | -1.42% |
| 1 Year | 3.54% | -2.5% |
| 3 Year | 10.13% | 11.37% |
| 5 Year | 10.68% | 11.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.6% | 8.17% |
| 3 Year | 9.9% | 9.36% |
| 5 Year | 9.44% | 8.3% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.946% | 7.536% |
| Sharp | 0.518% | 0.463% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.86 | 30.31 |
| Large Cap | 58.5 | 30.87 |
| Small Cap | 4.14 | 10.93 |
| Mid Cap | 3.5 | 27.88 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.83 | 30.31 |
| Energy | 6.35 | 2.24 |
| Technology | 5.68 | 6.08 |
| Industrials | 5.1 | 11.69 |
| Consumer Defensive | 4.67 | 0.02 |
| Basic Materials | 3.37 | 1.25 |
| Financial Services | 19.87 | 35.89 |
| Healthcare | 4.94 | 1.82 |
| Consumer Cyclical | 11.74 | 9.62 |
| Communication Services | 1.81 | - |
| Utilities | 2.63 | 1.03 |
| Real Estate | - | 0.04 |
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