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) | ₹1574 Cr | ₹671 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹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 | 1.22% | 3.41% |
6 Month | 8.87% | 12.7% |
1 Year | 5.1% | 5.38% |
3 Year | 10.68% | 13.52% |
5 Year | 12.13% | 13.86% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.35% | 5.93% |
1 Year | 9.8% | 12.93% |
3 Year | 11.07% | 14.04% |
5 Year | 10.52% | 12.76% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 10.94% | 8.03% |
3 Year | 11.12% | 9.53% |
5 Year | 12.01% | 8.45% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.53% | 7.31% |
Sharp | 0.65% | 0.84% |
Beta | - | - |
Alpha | - | - |
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 | 35.48 | 38.05 |
Large Cap | 50.69 | 38.37 |
Small Cap | 7.22 | 6.12 |
Mid Cap | 6.61 | 17.46 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.46 | 32.02 |
Energy | 4 | 1.94 |
Utilities | 4.03 | 1.55 |
Technology | 4.62 | 2.64 |
Consumer Cyclical | 7.89 | 11.01 |
Healthcare | 5.1 | 7.89 |
Basic Materials | 6.51 | 1.29 |
Consumer Defensive | 2.73 | 3.1 |
Industrials | 6.44 | 10.18 |
Financial Services | 21.98 | 26.43 |
Real Estate | 1.25 | 0.05 |
Communication Services | 1.99 | 1.9 |
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