HSBC Equity Savings Fund vs Nippon India Equity Savings Fund compare

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Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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	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
Asset Size (Cr)	₹776 Cr	₹671 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

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
1 Month	-0.47%	3.06%
6 Month	1.39%	13.32%
1 Year	7.91%	5.53%
3 Year	7.98%	13.81%
5 Year	5.59%	13.62%

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
6 Month	-	5.93%
1 Year	5.42%	12.93%
3 Year	9.17%	14.04%
5 Year	8.95%	12.76%

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
1 Year	6.7%	8.03%
3 Year	2.98%	9.53%
5 Year	1.86%	8.45%

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.70%	7.31%
Sharp	0.46%	0.84%
Beta	0.67%	-
Alpha	0.15%	-

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
Funds Managed	3	9
	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
Others	75.78	38.05
Large Cap	64.22	38.37
Small Cap	1.93	6.12
Mid Cap	4.07	17.46

Scheme Name	Nippon India Equity Savings Fund- Growth Plan- Bonus Option	HSBC Equity Savings Fund - Regular Growth
Others	75.78	32.02
Telecom - Services	1.11	-
Petroleum Products	5.6	-
IT - Software	5.32	-
Construction	4.46	-
Pharmaceuticals & Biotechnology	1.48	-
Personal Products	0.23	-
Ferrous Metals	1.48	-
Finance	2.7	-
Consumer Durables	0.58	-
Diversified FMCG	3.86	-
Banks	16.92	-
Cement & Cement Products	3.89	-
Automobiles	5.92	-
Insurance	1.18	-
Diversified Metals	3.02	-
Agricultural, Commercial & Construction Vehicles	1.35	-
Aerospace & Defense	0.53	-
Realty	0.38	-
Industrial Products	0.68	-
Consumable Fuels	3.15	-
Fertilizers & Agrochemicals	0.53	-
Retailing	0.43	-
Power	4.73	-
Auto Components	0.69	-
Energy	-	1.94
Technology	-	2.64
Financial Services	-	26.43
Industrials	-	10.18
Healthcare	-	7.89
Consumer Cyclical	-	11.01
Basic Materials	-	1.29
Utilities	-	1.55
Consumer Defensive	-	3.1
Communication Services	-	1.9
Real Estate	-	0.05