HSBC Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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 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 -0.83% -2.02%
6 Month 6.02% 10.82%
1 Year 15.96% 23.52%
3 Year 9.53% 12.38%
5 Year 11.3% 13.01%

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%

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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 32.91 31.55
Large Cap 57.84 30.66
Mid Cap 5.2 18.54
Small Cap 4.05 19.25

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

HSBC Equity Savings Fund - Regular Growth

Others 41.4 1.65
Consumer Staples 1.38 4.31
Financial 19.39 20.73
Metals & Mining 1.1 6.34
Energy 5.12 0.72
Materials 0.93 2.54
Communication 4.26 0.35
Healthcare 3.01 0.15
Insurance 0.24 -
Construction 3.45 8.61
Automobile 2.2 0.09
Services 1.7 9.17
Consumer Discretionary 0.23 3.29
Sovereign 10.69 13.5
Technology 2.48 3.27
Capital Goods 1.76 23.15
Chemicals 0.66 2.13

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