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 Risk |
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% | -4.67% |
6 Month | 1.39% | -4.53% |
1 Year | 7.91% | 9.06% |
3 Year | 7.98% | 10.47% |
5 Year | 5.59% | 11.22% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.42% | -2.04% |
3 Year | 9.17% | 11.05% |
5 Year | 8.95% | 11.77% |
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% | 7.035% |
Sharp | 0.39% | 0.671% |
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 |
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 | 62.92 |
Large Cap | 64.22 | 29.34 |
Small Cap | 1.93 | 14.96 |
Mid Cap | 4.07 | 27.33 |
Sector Allocation
Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 75.78 | 62.92 |
Telecom - Services | 1.11 | - |
Petroleum Products | 5.6 | 2.67 |
IT - Software | 5.32 | 1.12 |
Construction | 4.46 | 0.37 |
Pharmaceuticals & Biotechnology | 1.48 | 2.01 |
Personal Products | 0.23 | - |
Ferrous Metals | 1.48 | 2.53 |
Finance | 2.7 | 2.39 |
Consumer Durables | 0.58 | 5.75 |
Diversified FMCG | 3.86 | - |
Banks | 16.92 | 16.86 |
Cement & Cement Products | 3.89 | - |
Automobiles | 5.92 | 1.42 |
Insurance | 1.18 | 0.12 |
Diversified Metals | 3.02 | - |
Agricultural, Commercial & Construction Vehicles | 1.35 | - |
Aerospace & Defense | 0.53 | 1.55 |
Realty | 0.38 | 3.18 |
Industrial Products | 0.68 | 1.8 |
Consumable Fuels | 3.15 | - |
Fertilizers & Agrochemicals | 0.53 | - |
Retailing | 0.43 | 6.34 |
Power | 4.73 | 0.98 |
Auto Components | 0.69 | - |
Electrical Equipment | - | 11.64 |
Capital Markets | - | 4.07 |
Leisure Services | - | 0.05 |
Transport Services | - | 0.43 |
Gas | - | 0.04 |
Financial Technology (Fintech) | - | 1.96 |
Beverages | - | 0.02 |
Industrial Manufacturing | - | 4.33 |
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