HSBC Equity Savings Fund vs DSP Equity Savings Fund compare

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

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Fund DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹2162 Cr ₹548 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 28 Mar 2016 18 Oct 2011
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 444% 75%
Expense Ratio 1.33 1.51
Manager Kedar Karnik Mahesh A Chhabria
ISIN Code INF740KA1439 INF917K01AA5
Exits Load Data not available./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 DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Month -0.25% -4.46%
6 Month 2.74% 2.88%
1 Year 11.34% 17.27%
3 Year 9.11% 11.95%
5 Year 9.54% 12.28%

SIP Return Analysis

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 8.68% 12.99%
3 Year 10.96% 16.07%
5 Year 10.73% 14.65%

Rolling Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.29% 8%
3 Year 8.3% 9.28%
5 Year 7.87% 8.14%

Risk Management

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.23% 4.64%
Sharp 0.58% 1.25%
Beta 0.81% 0.78%
Alpha -0.03% 3.82%

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Fund Managers

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Name Kedar Karnik Mahesh A Chhabria
Total AUM ₹32997 Cr ₹15021 Cr
Fund Manage 11 9
DSP Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others -6.43 60.13
Large Cap 50.67 33.11
Mid Cap 9.65 21.48
Small Cap 8.11 20.64

Sector Allocation

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others -6.43 60.13
Petroleum Products 3.22 3.07
Electrical Equipment 0.23 14.07
IT - Software 2.39 0.58
Pharmaceuticals & Biotechnology 2.97 3.41
Cement & Cement Products 0.66 -
Personal Products 0.01 -
Construction 2.44 0.39
Finance 3.8 2.36
Ferrous Metals 0.84 2.21
Banks 18.24 17.77
Diversified FMCG 1.92 -
Non - Ferrous Metals 0.63 -
Agricultural, Commercial & Construction Vehicles 0.07 -
Leisure Services 0.46 0.05
Consumer Durables 1.66 5.87
Automobiles 5.28 -
Aerospace & Defense 1.15 1.83
Realty 2.01 3.71
Chemicals & Petrochemicals 0.87 -
Telecom - Services 4.24 -
Insurance 2.13 0.14
Capital Markets 0.25 4.25
Diversified Metals 1.64 -
Oil 0.45 -
Food Products 0.06 -
Fertilizers & Agrochemicals 0.66 -
Diversified 0.45 -
Power 1.94 0.91
Gas 0.08 -
Metals & Minerals Trading 4.56 -
Healthcare Services 0.3 -
Industrial Products 0.08 1.98
Minerals & Mining 0.37 -
Retailing 0.21 6.94
Transport Infrastructure 0.31 -
Auto Components 1.1 -
Beverages 0.21 0.02
Commercial Services & Supplies 0.54 -
Transport Services - 0.5
Financial Technology (Fintech) - 1.14
Industrial Manufacturing - 4.03

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