SBI Equity Savings Fund vs HSBC Equity Savings Fund compare

SBI Equity Savings Fund vs HSBC Equity Savings Fund compare

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SBI 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	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)	₹6169 Cr	₹723 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	1.43	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	1.63%	0.62%
6 Month	4.74%	8.66%
1 Year	5.31%	5.98%
3 Year	11%	13.53%
5 Year	11.69%	13.55%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	0.34%	2.73%
1 Year	5.9%	10.03%
3 Year	9.2%	12.43%
5 Year	9.42%	11.9%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	8.83%	7.91%
3 Year	9.34%	9.59%
5 Year	8.82%	8.48%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.27%	7.29%
Sharp	0.78%	0.89%
Beta	0.2%	-
Alpha	3.92%	-

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	35.66	38.94
Large Cap	38.21	36.57
Mid Cap	11.35	17.79
Small Cap	14.78	6.7

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	27.28	31.45
Energy	5.3	1.73
Technology	1.67	5.12
Basic Materials	10.71	2.8
Healthcare	2.26	7.72
Industrials	8.99	7.55
Consumer Cyclical	11.53	8.47
Financial Services	23.49	25.49
Real Estate	5.58	0.04
Communication Services	0.4	5.32
Utilities	1.47	1.38
Consumer Defensive	1.33	2.93

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