HDFC Equity Savings Fund vs HSBC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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 HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4611 Cr ₹341 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 01 Jan 2013
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 27.79% 75%
Expense Ratio 1.92 1.51
Manager Anil Bamboli Mahesh A Chhabria
ISIN Code INF179K01AM7 INF917K01AA5
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
1 Month -1.95% -1.82%
6 Month 3.87% 7.62%
1 Year 14.02% 21.17%
3 Year 9.39% 12.23%
5 Year 10.97% 12.84%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 10.47% 19%
3 Year 12.22% 16.86%
5 Year 12.39% 15.09%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
1 Year 8.56% 8%
3 Year 9.9% 9.28%
5 Year 9.43% 8.14%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.68% 4.64%
Sharp 0.9% 1.25%
Beta 0.88% 0.78%
Alpha 1.46% 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 HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth
Name Anil Bamboli Mahesh A Chhabria
Total AUM ₹135442 Cr ₹15021 Cr
Fund Manage 12 9
HDFC Equity Savings Fund - GROWTH PLAN HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

HSBC Equity Savings Fund - Regular Growth

Others 31.73 31.55
Large Cap 56.66 30.66
Mid Cap 6.39 18.54
Small Cap 5.22 19.25

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

HSBC Equity Savings Fund - Regular Growth

Others 31.73 1.65
Petroleum Products 2.82 -
IT - Software 3.06 -
Construction 1.79 8.61
Finance 1.58 -
Ferrous Metals 2.51 -
Diversified FMCG 2.24 -
Non - Ferrous Metals 0.6 -
Banks 18.84 -
Realty 1.58 -
Pharmaceuticals & Biotechnology 5.1 -
Automobiles 5.46 -
Aerospace & Defense 0.42 -
Cement & Cement Products 0.36 -
Fertilizers & Agrochemicals 0.51 -
Power 3.48 -
Insurance 1.32 -
Entertainment 0.22 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.97 -
Oil 0.36 -
Consumer Durables 3.57 -
Telecom - Services 1.57 -
Auto Components 0.83 -
Healthcare Services 0.53 -
Chemicals & Petrochemicals 0.19 -
Transport Infrastructure 2.77 -
Consumable Fuels 0.48 -
Beverages 4.09 -
Sovereign - 13.5
Capital Goods - 23.15
Technology - 3.27
Financial - 20.73
Services - 9.17
Materials - 2.54
Energy - 0.72
Metals & Mining - 6.34
Consumer Staples - 4.31
Communication - 0.35
Chemicals - 2.13
Healthcare - 0.15
Consumer Discretionary - 3.29
Automobile - 0.09

Top Comparisons

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.02%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns5.99%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns12.64%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns18.6%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns8.86%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns8.54%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns16.29%

VS

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully