SBI Equity Savings Fund vs HSBC Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | SBI 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) | ₹5705 Cr | ₹646 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 75% |
Expense Ratio | 1.42 | 1.51 |
Manager | Pradeep Kesavan | Mahesh A Chhabria |
ISIN Code | INF200KA1DA4 | INF917K01AA5 |
Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 3.58% | 2.94% |
6 Month | 2.04% | -1.37% |
1 Year | 9.09% | 8.72% |
3 Year | 11.97% | 12.74% |
5 Year | 13.84% | 15.38% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.49% | -1.01% |
1 Year | 2.93% | -2.47% |
3 Year | 10.17% | 11.11% |
5 Year | 10.14% | 11.27% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 9.28% | 8.17% |
3 Year | 9.03% | 9.36% |
5 Year | 8.69% | 8.3% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.73% | 7.536% |
Sharp | 0.67% | 0.463% |
Beta | 0.93% | - |
Alpha | 0.67% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Mahesh A Chhabria |
Total AUM | ₹434274 Cr | ₹15021 Cr |
Funds Managed | 43 | 9 |
SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 3.98 | 30.31 |
Large Cap | 44.38 | 30.87 |
Mid Cap | 7.94 | 27.88 |
Small Cap | 15.61 | 10.93 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | -2.92 | 30.31 |
Telecom - Services | 1.48 | - |
Petroleum Products | 5.74 | - |
Electrical Equipment | 0.26 | - |
IT - Software | 1.43 | - |
Pharmaceuticals & Biotechnology | 0.82 | - |
Cement & Cement Products | 2.65 | - |
Construction | 3.13 | - |
Ferrous Metals | 0.55 | - |
Finance | 3.12 | - |
Capital Markets | 0.97 | - |
Banks | 22.51 | - |
Retailing | 0.58 | - |
Non - Ferrous Metals | 1.74 | - |
Realty | 3.85 | - |
Leisure Services | 2.95 | - |
Consumer Durables | 1.86 | - |
Aerospace & Defense | 0.42 | - |
Fertilizers & Agrochemicals | 0.9 | - |
Chemicals & Petrochemicals | 1.22 | - |
Transport Infrastructure | 4.33 | - |
Automobiles | 3.26 | - |
Insurance | 0.17 | - |
Gas | 0.04 | - |
Transport Services | 0.9 | - |
Industrial Products | 1.11 | - |
Diversified Metals | 0.05 | - |
Oil | 0.1 | - |
Power | 1.49 | - |
Textiles & Apparels | 2.13 | - |
Household Products | 0.31 | - |
Auto Components | 2.47 | - |
Metals & Minerals Trading | 0.09 | - |
Healthcare Services | 1.94 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.1 | - |
Beverages | 0.14 | - |
Energy | - | 2.24 |
Industrials | - | 11.69 |
Technology | - | 6.08 |
Financial Services | - | 35.89 |
Healthcare | - | 1.82 |
Consumer Cyclical | - | 9.62 |
Basic Materials | - | 1.25 |
Real Estate | - | 0.04 |
Utilities | - | 1.03 |
Consumer Defensive | - | 0.02 |
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