Mirae Asset Equity Savings Fund vs HSBC Equity Savings Fund compare
Mirae Asset Equity Savings Fund- Regular Plan- Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Mirae Asset 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) | ₹1615 Cr | ₹671 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Dec 2018 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Equity Savings Index | NIFTY Equity Savings TRI |
Turn Over | 620% | 75% |
Expense Ratio | 1.32 | 1.51 |
Manager | Mahendra Kumar Jajoo | Mahesh A Chhabria |
ISIN Code | INF769K01EI5 | INF917K01AA5 |
Exits Load | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 0.36% | 0.55% |
6 Month | 7.36% | 11.11% |
1 Year | 5.34% | 3.49% |
3 Year | 11.44% | 13.96% |
5 Year | 11.68% | 13.46% |
SIP Return Analysis
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.65% | 5.13% |
1 Year | 9.85% | 14.47% |
3 Year | 10.81% | 13.95% |
5 Year | 10.36% | 12.74% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 10.79% | 7.91% |
3 Year | 11.06% | 9.59% |
5 Year | 12.06% | 8.48% |
Risk Management
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.43% | 7.29% |
Sharp | 0.78% | 0.88% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Mahendra Kumar Jajoo | Mahesh A Chhabria |
Total AUM | ₹8876 Cr | ₹15021 Cr |
Funds Managed | 4 | 9 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 37.18 | 41.06 |
Large Cap | 49.32 | 36.05 |
Small Cap | 6.96 | 6.42 |
Mid Cap | 6.55 | 16.47 |
Sector Allocation
Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 35.14 | 32.5 |
Energy | 3.85 | 1.85 |
Utilities | 3.76 | 1.45 |
Technology | 4.47 | 5.02 |
Consumer Cyclical | 8.25 | 10.66 |
Healthcare | 5.4 | 7.4 |
Consumer Defensive | 2.62 | 3.51 |
Industrials | 6.09 | 9.03 |
Basic Materials | 6.4 | 2.66 |
Financial Services | 20.63 | 24.04 |
Real Estate | 1.19 | 0.04 |
Communication Services | 2.2 | 1.83 |
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