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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) | ₹5738 Cr | ₹655 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% | 3.18% |
| 6 Month | 8.03% | 9.59% |
| 1 Year | 5.99% | 4.69% |
| 3 Year | 11.41% | 13.38% |
| 5 Year | 11.99% | 13.47% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.02% | 4.81% |
| 1 Year | 5.91% | 7.11% |
| 3 Year | 10.21% | 12.77% |
| 5 Year | 10.08% | 12.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.96% | 8.03% |
| 3 Year | 9.28% | 9.53% |
| 5 Year | 8.78% | 8.45% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.73% | 7.29% |
| Sharp | 1.06% | 0.81% |
| Beta | 0.16% | - |
| Alpha | 4.6% | - |
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 | 35.45 | 38.05 |
| Large Cap | 36.99 | 38.37 |
| Mid Cap | 11.42 | 17.46 |
| Small Cap | 16.14 | 6.12 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 29.46 | 32.02 |
| Energy | 5.65 | 1.94 |
| Basic Materials | 9.83 | 1.29 |
| Healthcare | 2.24 | 7.89 |
| Industrials | 7.52 | 10.18 |
| Consumer Cyclical | 11.47 | 11.01 |
| Financial Services | 24.03 | 26.43 |
| Real Estate | 6.06 | 0.05 |
| Communication Services | 0.73 | 1.9 |
| Utilities | 1.47 | 1.55 |
| Technology | 0.07 | 2.64 |
| Consumer Defensive | 1.47 | 3.1 |
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