BANDHAN Equity Savings Fund vs HSBC Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Equity Savings Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹194 Cr ₹548 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Jun 2008 18 Oct 2011
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI
Turn Over 22% 75%
Expense Ratio 1.09 1.51
Manager Harshal Joshi Mahesh A Chhabria
ISIN Code INF194K01581 INF917K01AA5
Exits Load Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Month -0.16% 5.64%
6 Month 4% 7.76%
1 Year 9.55% 23.46%
3 Year 6.49% 14.01%
5 Year 7.95% 13.71%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year - 22.83%
3 Year - 18.92%
5 Year - 16.34%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 6.86% 8%
3 Year 7.06% 9.28%
5 Year 6.86% 8.14%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 2.76% 4.64%
Sharp 0.25% 1.25%
Beta 0.55% 0.78%
Alpha -1.08% 3.82%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Name Harshal Joshi Mahesh A Chhabria
Total AUM ₹42965 Cr ₹15021 Cr
Fund Manage 20 9
BANDHAN Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 29.7 31.55
Large Cap 64.94 30.66
Mid Cap 5.36 18.54
Small Cap - 19.25

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 52.61 1.65
Insurance 0.26 -
Technology 2.6 3.27
Services 0.42 9.17
Financial 19.33 20.73
Construction 0.89 8.61
Metals & Mining 0.7 6.34
Energy 3.16 0.72
Automobile 1.7 0.09
Healthcare 0.87 0.15
Consumer Staples 1.73 4.31
Chemicals -0.02 2.13
Sovereign 5.95 13.5
Materials 0.97 2.54
Consumer Discretionary 0.3 3.29
Communication 0.75 0.35
Unclassified 7.78 -
Capital Goods - 23.15

Top Comparisons

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns14.05%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns17.88%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.31%

VS

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.37%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns14.75%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns18.16%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns19.37%

Compare Now
Request call back
Add to Cart Successfully