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) | ₹5691 Cr | ₹1574 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 | 1.33% | 1.22% |
6 Month | 7.03% | 8.87% |
1 Year | 3.24% | 5.1% |
3 Year | 9.91% | 10.68% |
5 Year | 12.36% | 12.13% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.09% | 2.35% |
1 Year | 7.47% | 9.8% |
3 Year | 9.55% | 11.07% |
5 Year | 9.91% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.44% | 10.94% |
3 Year | 9.91% | 11.12% |
5 Year | 9.47% | 12.01% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.58% | 5.53% |
Sharp | 0.65% | 0.65% |
Beta | - | - |
Alpha | - | - |
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 | 35.21 | 35.48 |
Large Cap | 57.73 | 50.69 |
Small Cap | 4.32 | 7.22 |
Mid Cap | 2.75 | 6.61 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 31.33 | 33.46 |
Energy | 7.35 | 4 |
Technology | 5 | 4.62 |
Industrials | 6.12 | 6.44 |
Consumer Defensive | 2.96 | 2.73 |
Basic Materials | 3.31 | 6.51 |
Financial Services | 23.76 | 21.98 |
Real Estate | 1.61 | 1.25 |
Healthcare | 5.7 | 5.1 |
Consumer Cyclical | 8.47 | 7.89 |
Utilities | 2.32 | 4.03 |
Communication Services | 2.05 | 1.99 |
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