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HSBC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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tortoise-icon 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 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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