DSP Equity Savings Fund vs HDFC Equity Savings Fund compare

Overview

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Fund	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹5463 Cr	₹2162 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹100
Launch Date	17 Sep 2004	28 Mar 2016
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	27.79%	444%
Expense Ratio	1.89	1.33
Manager	Anil Bamboli	Kedar Karnik
ISIN Code	INF179K01AM7	INF740KA1439
Exits Load	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Data not available./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
1 Month	0.47%	0.35%
6 Month	2.55%	5.52%
1 Year	10.88%	12.25%
3 Year	10.11%	10.04%
5 Year	11.05%	9.81%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.82%	10.81%
3 Year	11.37%	11.63%
5 Year	11.89%	11.16%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
1 Year	8.56%	8.29%
3 Year	9.9%	8.3%
5 Year	9.43%	7.87%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.68%	4.23%
Sharp	0.9%	0.58%
Beta	0.88%	0.81%
Alpha	1.46%	-0.03%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Name	Anil Bamboli	Kedar Karnik
Total AUM	₹135442 Cr	₹32997 Cr
Fund Manage	12	11
	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Others	65.48	-6.43
Large Cap	57.55	50.67
Mid Cap	5.1	9.65
Small Cap	5.25	8.11

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	DSP Equity Savings Fund - Regular Plan - Growth
Others	65.48	-6.43
Petroleum Products	2.86	3.22
IT - Software	3.63	2.39
Construction	1.99	2.44
Finance	1.26	3.8
Ferrous Metals	2.22	0.84
Diversified FMCG	2.02	1.92
Non - Ferrous Metals	0.53	0.63
Banks	19.19	18.24
Realty	1.57	2.01
Pharmaceuticals & Biotechnology	4.99	2.97
Automobiles	7.11	5.28
Aerospace & Defense	0.39	1.15
Cement & Cement Products	0.32	0.66
Fertilizers & Agrochemicals	0.57	0.66
Power	3.39	1.94
Insurance	1.72	2.13
Entertainment	0.2	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.08	0.07
Oil	0.32	0.45
Consumer Durables	3.02	1.66
Telecom - Services	1.67	4.24
Auto Components	0.74	1.1
Healthcare Services	0.52	0.3
Chemicals & Petrochemicals	0.18	0.87
Transport Infrastructure	2.52	0.31
Consumable Fuels	0.41	-
Paper, Forest & Jute Products	0.25	-
Beverages	3.21	0.21
Electrical Equipment	-	0.23
Personal Products	-	0.01
Leisure Services	-	0.46
Capital Markets	-	0.25
Diversified Metals	-	1.64
Food Products	-	0.06
Diversified	-	0.45
Gas	-	0.08
Metals & Minerals Trading	-	4.56
Industrial Products	-	0.08
Minerals & Mining	-	0.37
Retailing	-	0.21
Commercial Services & Supplies	-	0.54