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SBI Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon 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 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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