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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) | ₹5904 Cr | ₹1732 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | -0.05% | -0.09% |
| 6 Month | 2.99% | 3.33% |
| 1 Year | 5.54% | 7.08% |
| 3 Year | 9.93% | 10.91% |
| 5 Year | 10.69% | 10.62% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.03% | 1.85% |
| 1 Year | 9.29% | 10.55% |
| 3 Year | 9.25% | 10.63% |
| 5 Year | 9.56% | 10.24% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.35% | 10.44% |
| 3 Year | 9.94% | 11.11% |
| 5 Year | 9.5% | 11.99% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.39% | 5.43% |
| Sharp | 0.70% | 0.74% |
| 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 | 33.64 | 37.67 |
| Large Cap | 60.08 | 49.14 |
| Small Cap | 3.58 | 6.13 |
| Mid Cap | 2.7 | 7.06 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 29.77 | 35 |
| Energy | 8.21 | 3.52 |
| Technology | 4 | 4.93 |
| Industrials | 7.08 | 5.64 |
| Consumer Defensive | 2.07 | 2.95 |
| Basic Materials | 3.85 | 6.56 |
| Financial Services | 23.99 | 21.69 |
| Real Estate | 1.44 | 1.04 |
| Healthcare | 5.8 | 5.51 |
| Consumer Cyclical | 9.22 | 8 |
| Utilities | 2.26 | 3.18 |
| Communication Services | 2.32 | 1.98 |
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