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) | ₹1732 Cr | ₹759 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 | 0.19% | -0.33% |
| 6 Month | 2.59% | 4.71% |
| 1 Year | 6.42% | 1.05% |
| 3 Year | 10.77% | 13.26% |
| 5 Year | 10.72% | 11.88% |
SIP Return Analysis
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.2% | 1.52% |
| 1 Year | 10.82% | 10.02% |
| 3 Year | 10.76% | 11.78% |
| 5 Year | 10.33% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.5% | 7.84% |
| 3 Year | 11.12% | 9.72% |
| 5 Year | 12.01% | 8.53% |
Risk Management
| Scheme Name | Mirae Asset Equity Savings Fund- Regular Plan- Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.43% | 7.28% |
| Sharp | 0.74% | 0.90% |
| 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 | 36.73 | 37.06 |
| Large Cap | 49.77 | 38.44 |
| Small Cap | 6.3 | 6.41 |
| Mid Cap | 7.2 | 18.09 |
Sector Allocation
| Scheme Name |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.03 | 29.99 |
| Energy | 3.26 | 1.79 |
| Utilities | 3.49 | 1.34 |
| Technology | 4.83 | 6.81 |
| Consumer Cyclical | 8.05 | 8.38 |
| Basic Materials | 6.96 | 0.96 |
| Healthcare | 5.56 | 7.5 |
| Consumer Defensive | 3.13 | 3.35 |
| Industrials | 5.71 | 6.16 |
| Financial Services | 21.81 | 28.18 |
| Real Estate | 1.18 | 0 |
| Communication Services | 1.99 | 5.54 |
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