HSBC Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹481 Cr | ₹646 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 May 2015 | 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 | 544% | 75% |
Expense Ratio | 1.65 | 1.51 |
Manager | Anand Devendra Gupta | Mahesh A Chhabria |
ISIN Code | INF204KA1W02 | INF917K01AA5 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | -0.47% | 2.61% |
6 Month | 1.39% | -5.45% |
1 Year | 7.91% | 9.01% |
3 Year | 7.98% | 10.45% |
5 Year | 5.59% | 15.02% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | - | -4.7% |
1 Year | 5.42% | -4.31% |
3 Year | 9.17% | 11.03% |
5 Year | 8.95% | 11.52% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 6.7% | 8.17% |
3 Year | 2.98% | 9.36% |
5 Year | 1.86% | 8.3% |
Risk Management
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.11% | 7.536% |
Sharp | 0.39% | 0.463% |
Beta | 0.67% | - |
Alpha | 0.15% | - |
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Fund Managers
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Anand Devendra Gupta | Mahesh A Chhabria |
Total AUM | ₹12754 Cr | ₹15021 Cr |
Funds Managed | 3 | 9 |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 75.78 | 30.31 |
Large Cap | 64.22 | 30.87 |
Small Cap | 1.93 | 10.93 |
Mid Cap | 4.07 | 27.88 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 75.78 | 30.31 |
Telecom - Services | 1.11 | - |
Petroleum Products | 5.6 | - |
IT - Software | 5.32 | - |
Construction | 4.46 | - |
Pharmaceuticals & Biotechnology | 1.48 | - |
Personal Products | 0.23 | - |
Ferrous Metals | 1.48 | - |
Finance | 2.7 | - |
Consumer Durables | 0.58 | - |
Diversified FMCG | 3.86 | - |
Banks | 16.92 | - |
Cement & Cement Products | 3.89 | - |
Automobiles | 5.92 | - |
Insurance | 1.18 | - |
Diversified Metals | 3.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | - |
Realty | 0.38 | - |
Industrial Products | 0.68 | - |
Consumable Fuels | 3.15 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | - |
Power | 4.73 | - |
Auto Components | 0.69 | - |
Energy | - | 2.24 |
Industrials | - | 11.69 |
Technology | - | 6.08 |
Financial Services | - | 35.89 |
Healthcare | - | 1.82 |
Consumer Cyclical | - | 9.62 |
Basic Materials | - | 1.25 |
Real Estate | - | 0.04 |
Utilities | - | 1.03 |
Consumer Defensive | - | 0.02 |
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