HDFC Equity Savings Fund vs Nippon India Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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Chart Comparison

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

Overview

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Fund HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹5463 Cr ₹481 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 30 May 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 27.79% 544%
Expense Ratio 1.89 1.65
Manager Anil Bamboli Anand Devendra Gupta
ISIN Code INF179K01AM7 INF204KA1W02
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 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Month 0.47% 0.36%
6 Month 2.55% 1.98%
1 Year 10.88% 8.41%
3 Year 10.11% 8.1%
5 Year 11.05% 5.58%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
6 Month - -
1 Year 6.82% 5.72%
3 Year 11.37% 9.11%
5 Year 11.89% 8.96%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
1 Year 8.56% 6.7%
3 Year 9.9% 2.98%
5 Year 9.43% 1.86%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Standard Deviation 4.68% 4.11%
Sharp 0.9% 0.39%
Beta 0.88% 0.67%
Alpha 1.46% 0.15%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Name Anil Bamboli Anand Devendra Gupta
Total AUM ₹135442 Cr ₹12754 Cr
Fund Manage 12 3
HDFC Equity Savings Fund - GROWTH PLAN Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 65.48 75.78
Large Cap 57.55 64.22
Mid Cap 5.1 4.07
Small Cap 5.25 1.93

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Others 65.48 75.78
Petroleum Products 2.86 5.6
IT - Software 3.63 5.32
Construction 1.99 4.46
Finance 1.26 2.7
Ferrous Metals 2.22 1.48
Diversified FMCG 2.02 3.86
Non - Ferrous Metals 0.53 -
Banks 19.19 16.92
Realty 1.57 0.38
Pharmaceuticals & Biotechnology 4.99 1.48
Automobiles 7.11 5.92
Aerospace & Defense 0.39 0.53
Cement & Cement Products 0.32 3.89
Fertilizers & Agrochemicals 0.57 0.53
Power 3.39 4.73
Insurance 1.72 1.18
Entertainment 0.2 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.08 1.35
Oil 0.32 -
Consumer Durables 3.02 0.58
Telecom - Services 1.67 1.11
Auto Components 0.74 0.69
Healthcare Services 0.52 -
Chemicals & Petrochemicals 0.18 -
Transport Infrastructure 2.52 -
Consumable Fuels 0.41 3.15
Paper, Forest & Jute Products 0.25 -
Beverages 3.21 -
Personal Products - 0.23
Diversified Metals - 3.02
Industrial Products - 0.68
Retailing - 0.43

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