HSBC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Mirae Asset Equity Savings Fund- Regular Plan- Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹1814 Cr | ₹787 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Dec 2018 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Equity Savings Index | NIFTY Equity Savings TRI |
| Turn Over | 620% | 75% |
| Expense Ratio | 1.32 | 1.51 |
| Manager | Mahendra Kumar Jajoo | Mahesh A Chhabria |
| ISIN Code | INF769K01EI5 | INF917K01AA5 |
| Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.53% | -0.64% |
| 6 Month | 2.31% | 3.06% |
| 1 Year | 9.1% | 3.33% |
| 3 Year | 11.26% | 13.32% |
| 5 Year | 10.18% | 11.01% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.66% | -0.34% |
| 1 Year | 8.77% | 7.52% |
| 3 Year | 9.97% | 10.19% |
| 5 Year | 9.9% | 10.74% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.36% | 7.77% |
| 3 Year | 11.12% | 9.78% |
| 5 Year | 11.96% | 8.55% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.04% | 4.64% |
| Sharp | 0.97% | 1.01% |
| Beta | 1.19% | 0.86% |
| Alpha | 0.41% | 3.87% |
Fund Managers
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Mahendra Kumar Jajoo | Mahesh A Chhabria |
| Total AUM | ₹8876 Cr | ₹15021 Cr |
| Funds Managed | 4 | 9 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 37.67 | 38.15 |
| Large Cap | 49.14 | 41.33 |
| Small Cap | 6.13 | 5.75 |
| Mid Cap | 7.06 | 14.77 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 35 | 29.88 |
| Energy | 3.52 | 1.82 |
| Utilities | 3.18 | 1.18 |
| Technology | 4.93 | 4.97 |
| Consumer Cyclical | 8 | 8.97 |
| Basic Materials | 6.56 | 1.41 |
| Healthcare | 5.51 | 5.28 |
| Consumer Defensive | 2.95 | 3.28 |
| Industrials | 5.64 | 11.22 |
| Financial Services | 21.69 | 26.52 |
| Real Estate | 1.04 | - |
| Communication Services | 1.98 | 5.47 |
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