Mirae Asset Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5663 Cr | ₹1507 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | 27.79% | 620% |
Expense Ratio | 1.89 | 1.32 |
Manager | Anil Bamboli | Mahendra Kumar Jajoo |
ISIN Code | INF179K01AM7 | INF769K01EI5 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | -0.66% | -0.49% |
6 Month | 4.73% | 6.63% |
1 Year | 3.84% | 6.27% |
3 Year | 10.68% | 11.36% |
5 Year | 12.61% | 12.59% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.42% | 3.67% |
1 Year | 5.86% | 9.4% |
3 Year | 9.9% | 11.7% |
5 Year | 10.33% | 11.05% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.52% | 11.15% |
3 Year | 9.88% | 10.98% |
5 Year | 9.46% | 11.87% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.72% | 5.73% |
Sharp | 1.07% | 1.05% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Anil Bamboli | Mahendra Kumar Jajoo |
Total AUM | ₹135442 Cr | ₹8876 Cr |
Funds Managed | 12 | 4 |
HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.24 | 33.65 |
Large Cap | 58.36 | 52.54 |
Small Cap | 4.19 | 7.59 |
Mid Cap | 3.21 | 6.23 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 30.27 | 31.86 |
Energy | 7.86 | 4.52 |
Technology | 5.66 | 5.04 |
Industrials | 6.41 | 7.25 |
Consumer Defensive | 3.44 | 2.76 |
Basic Materials | 4.27 | 6.26 |
Financial Services | 22.52 | 21.03 |
Real Estate | 1.6 | 1.29 |
Healthcare | 4.53 | 5.25 |
Consumer Cyclical | 8.91 | 8.44 |
Utilities | 2.36 | 3.88 |
Communication Services | 2.15 | 2.42 |
Top Comparisons
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
DSP Focused Fund - Regular Plan - Growth
3Y Returns18.79%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns24.29%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.93%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.98%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.79%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.7%