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) | ₹1371 Cr | ₹646 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 | 1.73% | 1.48% |
6 Month | 2.36% | -2.15% |
1 Year | 8.95% | 6.14% |
3 Year | 10.56% | 11.06% |
5 Year | 13.59% | 14.51% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 2.58% | -1.42% |
1 Year | 5.72% | -2.5% |
3 Year | 11.2% | 11.37% |
5 Year | 10.96% | 11.55% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 11.5% | 8.17% |
3 Year | 11.11% | 9.36% |
5 Year | 11.78% | 8.3% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.742% | 7.536% |
Sharp | 0.406% | 0.463% |
Beta | - | - |
Alpha | - | - |
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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 | 30.93 | 30.31 |
Large Cap | 53.76 | 30.87 |
Small Cap | 7.82 | 10.93 |
Mid Cap | 7.48 | 27.88 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 29.65 | 30.31 |
Energy | 4.71 | 2.24 |
Utilities | 3.68 | 1.03 |
Industrials | 7 | 11.69 |
Technology | 8.79 | 6.08 |
Consumer Cyclical | 7.7 | 9.62 |
Basic Materials | 5.93 | 1.25 |
Healthcare | 6.04 | 1.82 |
Consumer Defensive | 2.66 | 0.02 |
Financial Services | 20.06 | 35.89 |
Communication Services | 2.23 | - |
Real Estate | 1.56 | 0.04 |
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