HSBC Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

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tortoise-icon Mirae Asset 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
Fund Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹1123 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 Dec 2018 01 Jan 2013
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark Nifty Equity Savings Index NIFTY Equity Savings TRI
Turn Over 620% 75%
Expense Ratio 1.31 1.51
Manager Mahendra Kumar Jajoo Mahesh A Chhabria
ISIN Code INF769K01EI5 INF917K01AA5
Exits Load I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/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 Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
1 Month 1.2% 1.3%
6 Month 9.4% 14.29%
1 Year 18.25% 26.28%
3 Year 10.65% 13.31%
5 Year 13.08% 13.7%

SIP Return Analysis

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 7.44% 11.7%
3 Year 18.84% 25.45%
5 Year 35.63% 42.82%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
1 Year 12.31% 13.35%
3 Year 28.63% 33.28%
5 Year 38.07% 46.54%

Risk Management

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 5.04% 4.64%
Sharp 0.76% 1.25%
Beta 1% 0.78%
Alpha 0.74% 3.82%

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Fund Managers

Scheme Name Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth
Name Mahendra Kumar Jajoo Mahesh A Chhabria
Total AUM ₹8876 Cr ₹15021 Cr
Fund Manage 4 9
Mirae Asset Equity Savings Fund- Regular Plan- Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

HSBC Equity Savings Fund - Regular Growth

Others 32.2 31.55
Large Cap 50.28 30.66
Mid Cap 9.39 18.54
Small Cap 4.06 19.25

Sector Allocation

Scheme Name

Mirae Asset Equity Savings Fund- Regular Plan- Growth

HSBC Equity Savings Fund - Regular Growth

Others 42.01 1.65
Financial 17.96 20.73
Sovereign 14.87 13.5
Energy 3.23 0.72
Technology 2.78 3.27
Materials 1.73 2.54
Construction 1.69 8.61
Communication 2.3 0.35
Metals & Mining 1.1 6.34
Capital Goods 1.62 23.15
Healthcare 1.51 0.15
Consumer Staples 1.74 4.31
Insurance 0.24 -
Services 0.56 9.17
Consumer Discretionary 0.29 3.29
Automobile 2.14 0.09
Chemicals 0.16 2.13

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