HSBC Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High Risk |
Asset Size (Cr) | ₹481 Cr | ₹646 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 May 2015 | 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 | 544% | 75% |
Expense Ratio | 1.65 | 1.51 |
Manager | Anand Devendra Gupta | Mahesh A Chhabria |
ISIN Code | INF204KA1W02 | INF917K01AA5 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | -0.47% | -4.13% |
6 Month | 1.39% | -2.92% |
1 Year | 7.91% | 10.89% |
3 Year | 7.98% | 10.44% |
5 Year | 5.59% | 11.23% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.42% | 3.98% |
3 Year | 9.17% | 13.21% |
5 Year | 8.95% | 12.91% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 6.7% | 8.17% |
3 Year | 2.98% | 9.36% |
5 Year | 1.86% | 8.3% |
Risk Management
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.11% | 4.64% |
Sharp | 0.39% | 1.25% |
Beta | 0.67% | 0.78% |
Alpha | 0.15% | 3.82% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Anand Devendra Gupta | Mahesh A Chhabria |
Total AUM | ₹12754 Cr | ₹15021 Cr |
Fund Manage | 3 | 9 |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 75.78 | 62.92 |
Large Cap | 64.22 | 29.34 |
Small Cap | 1.93 | 14.96 |
Mid Cap | 4.07 | 27.33 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 75.78 | 62.92 |
Telecom - Services | 1.11 | - |
Petroleum Products | 5.6 | 2.67 |
IT - Software | 5.32 | 1.12 |
Construction | 4.46 | 0.37 |
Pharmaceuticals & Biotechnology | 1.48 | 2.01 |
Personal Products | 0.23 | - |
Ferrous Metals | 1.48 | 2.53 |
Finance | 2.7 | 2.39 |
Consumer Durables | 0.58 | 5.75 |
Diversified FMCG | 3.86 | - |
Banks | 16.92 | 16.86 |
Cement & Cement Products | 3.89 | - |
Automobiles | 5.92 | 1.42 |
Insurance | 1.18 | 0.12 |
Diversified Metals | 3.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | 1.55 |
Realty | 0.38 | 3.18 |
Industrial Products | 0.68 | 1.8 |
Consumable Fuels | 3.15 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | 6.34 |
Power | 4.73 | 0.98 |
Auto Components | 0.69 | - |
Electrical Equipment | - | 11.64 |
Capital Markets | - | 4.07 |
Leisure Services | - | 0.05 |
Transport Services | - | 0.43 |
Gas | - | 0.04 |
Financial Technology (Fintech) | - | 1.96 |
Beverages | - | 0.02 |
Industrial Manufacturing | - | 4.33 |
Top Comparisons
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns13.9%
Quant Focused Fund-Growth
3Y Returns13.42%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.29%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns12.91%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns4.22%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns11.96%
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns22.51%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns18.24%