Mirae Asset Equity Savings Fund vs HSBC Equity Savings Fund compare

Mirae Asset Equity Savings Fund vs HSBC Equity Savings Fund compare

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Mirae Asset Equity Savings Fund- Regular Plan- Growth

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1865 Cr	₹786 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹99	₹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	-0.61%	-1.45%
6 Month	2.67%	3.3%
1 Year	9.92%	8.57%
3 Year	11.4%	13.32%
5 Year	10.4%	11.43%

SIP Return Analysis

Scheme Name	Mirae Asset Equity Savings Fund- Regular Plan- Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	0.08%	-2.16%
1 Year	5.17%	3.8%
3 Year	9.05%	9.07%
5 Year	9.46%	10.2%

Rolling Lumpsum Returns

Scheme Name	Mirae Asset Equity Savings Fund- Regular Plan- Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	10.33%	7.75%
3 Year	11.12%	9.8%
5 Year	11.95%	8.56%

Risk Management

Scheme Name	Mirae Asset Equity Savings Fund- Regular Plan- Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.04%	4.64%
Sharp	0.97%	1.01%
Beta	1.19%	0.86%
Alpha	0.41%	3.87%

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	37.86	38.57
Large Cap	49.46	42.83
Small Cap	5.36	6.45
Mid Cap	7.32	12.16

Sector Allocation

Scheme Name	Mirae Asset Equity Savings Fund- Regular Plan- Growth	HSBC Equity Savings Fund - Regular Growth
Others	33.18	27.74
Energy	3.43	1.68
Utilities	2.98	1.16
Technology	5.64	4.66
Consumer Cyclical	8.91	11.37
Basic Materials	6.68	1.53
Healthcare	5.42	4.39
Consumer Defensive	3.02	3.05
Industrials	6.02	12.13
Financial Services	21.79	27.35
Real Estate	0.98	-
Communication Services	1.96	4.95

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