HDFC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹5584 Cr | ₹1371 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | 27.79% | 620% |
Expense Ratio | 1.89 | 1.32 |
Manager | Anil Bamboli | Mahendra Kumar Jajoo |
ISIN Code | INF179K01AM7 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | -0.79% | -1.06% |
6 Month | -1.91% | -1.8% |
1 Year | 5.03% | 6.78% |
3 Year | 9.23% | 9.03% |
5 Year | 10.64% | 10.82% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.87% | 1.79% |
3 Year | 9.25% | 9.48% |
5 Year | 10.5% | 10.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.6% | 11.5% |
3 Year | 9.9% | 11.11% |
5 Year | 9.44% | 11.78% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.871% | 5.481% |
Sharp | 0.573% | 0.525% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Anil Bamboli | Mahendra Kumar Jajoo |
Total AUM | ₹135442 Cr | ₹8876 Cr |
Fund Manage | 12 | 4 |
HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 65.48 | 2.73 |
Large Cap | 57.55 | 51.12 |
Mid Cap | 5.1 | 8.85 |
Small Cap | 5.25 | 6.29 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 65.48 | 2.73 |
Petroleum Products | 2.86 | 2.74 |
IT - Software | 3.63 | 7.49 |
Construction | 1.99 | 1.53 |
Finance | 1.26 | 3.22 |
Ferrous Metals | 2.22 | 2.04 |
Diversified FMCG | 2.02 | 1.58 |
Non - Ferrous Metals | 0.53 | 0.4 |
Banks | 19.19 | 12.09 |
Realty | 1.57 | 1.67 |
Pharmaceuticals & Biotechnology | 4.99 | 4.42 |
Automobiles | 7.11 | 4.9 |
Aerospace & Defense | 0.39 | 1.6 |
Cement & Cement Products | 0.32 | 1.49 |
Fertilizers & Agrochemicals | 0.57 | 0.1 |
Power | 3.39 | 2.53 |
Insurance | 1.72 | 1.2 |
Entertainment | 0.2 | - |
Agricultural Food & other Products | 0.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.08 | 0.55 |
Oil | 0.32 | 0.65 |
Consumer Durables | 3.02 | 2.75 |
Telecom - Services | 1.67 | 2.23 |
Auto Components | 0.74 | 0.41 |
Healthcare Services | 0.52 | 0.64 |
Chemicals & Petrochemicals | 0.18 | 0.28 |
Transport Infrastructure | 2.52 | 0.63 |
Consumable Fuels | 0.41 | 1.52 |
Paper, Forest & Jute Products | 0.25 | - |
Beverages | 3.21 | 0.17 |
Electrical Equipment | - | 1.44 |
Personal Products | - | 0.56 |
Retailing | - | 1 |
Textiles & Apparels | - | 0.29 |
Transport Services | - | 0.62 |
Gas | - | 1.05 |
Capital Markets | - | 1.24 |
Diversified Metals | - | 0.44 |
Leisure Services | - | 0.16 |
Industrial Products | - | 0.45 |
Financial Technology (Fintech) | - | 0.18 |
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