HSBC Equity Savings Fund vs Nippon India Equity Savings Fund compare

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

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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 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 ₹548 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 0.36% 5.64%
6 Month 1.98% 7.76%
1 Year 8.41% 23.46%
3 Year 8.1% 14.01%
5 Year 5.58% 13.71%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 5.72% 22.83%
3 Year 9.11% 18.92%
5 Year 8.96% 16.34%

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%
3 Year 2.98% 9.28%
5 Year 1.86% 8.14%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.11% 4.64%
Sharp 0.39% 1.25%
Beta 0.67% 0.78%
Alpha 0.15% 3.82%

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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
Fund Manage 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 31.55
Large Cap 64.22 30.66
Small Cap 1.93 19.25
Mid Cap 4.07 18.54

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

HSBC Equity Savings Fund - Regular Growth

Others 75.78 1.65
Telecom - Services 1.11 -
Petroleum Products 5.6 -
IT - Software 5.32 -
Construction 4.46 8.61
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 -
Sovereign - 13.5
Capital Goods - 23.15
Technology - 3.27
Financial - 20.73
Services - 9.17
Materials - 2.54
Energy - 0.72
Metals & Mining - 6.34
Consumer Staples - 4.31
Communication - 0.35
Chemicals - 2.13
Healthcare - 0.15
Consumer Discretionary - 3.29
Automobile - 0.09

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