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HSBC Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | SBI 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) | ₹5993 Cr | ₹759 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 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 | 39% | 75% |
| Expense Ratio | 1.43 | 1.51 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200KA1DA4 | INF917K01AA5 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.32% | -0.47% |
| 6 Month | 1.77% | 4.75% |
| 1 Year | 3.9% | 1.11% |
| 3 Year | 10.92% | 13.2% |
| 5 Year | 10.18% | 11.91% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.44% | 1.52% |
| 1 Year | 8.56% | 10.02% |
| 3 Year | 9.64% | 11.78% |
| 5 Year | 9.71% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.68% | 7.84% |
| 3 Year | 9.42% | 9.72% |
| 5 Year | 8.88% | 8.53% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.73% | 7.28% |
| Sharp | 0.99% | 0.90% |
| Beta | 0.94% | - |
| Alpha | 1.68% | - |
Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Mahesh A Chhabria |
| Total AUM | ₹434274 Cr | ₹15021 Cr |
| Funds Managed | 43 | 9 |
| SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.42 | 37.06 |
| Large Cap | 40.08 | 38.44 |
| Mid Cap | 11.47 | 18.09 |
| Small Cap | 15.03 | 6.41 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.58 | 29.99 |
| Energy | 5.42 | 1.79 |
| Technology | 1.83 | 6.81 |
| Basic Materials | 11.6 | 0.96 |
| Healthcare | 2.46 | 7.5 |
| Industrials | 6.61 | 6.16 |
| Consumer Cyclical | 11.62 | 8.38 |
| Financial Services | 24.2 | 28.18 |
| Real Estate | 4.9 | 0 |
| Communication Services | 0.44 | 5.54 |
| Utilities | 1.01 | 1.34 |
| Consumer Defensive | 2.34 | 3.35 |
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