HSBC Equity Savings Fund vs SBI Equity Savings Fund compare

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tortoise-icon SBI 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 SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Fund SBI 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) ₹4866 Cr ₹341 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 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 39% 75%
Expense Ratio 1.19 1.51
Manager Pradeep Kesavan Mahesh A Chhabria
ISIN Code INF200KA1DA4 INF917K01AA5
Exits Load Exit load of 0.10% if redeemed within 15 days./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 SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Month 2.31% 1.3%
6 Month 10.77% 14.29%
1 Year 16.02% 26.28%
3 Year 10.58% 13.31%
5 Year 12.26% 13.7%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 7.52% 11.7%
3 Year 20.51% 25.45%
5 Year 35.97% 42.82%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 11.78% 13.35%
3 Year 28.27% 33.28%
5 Year 38.1% 46.54%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.73% 4.64%
Sharp 0.69% 1.25%
Beta 0.83% 0.78%
Alpha 1.59% 3.82%

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Name Pradeep Kesavan Mahesh A Chhabria
Total AUM ₹434274 Cr ₹15021 Cr
Fund Manage 43 9
SBI Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 26.22 31.55
Large Cap 35.85 30.66
Mid Cap 8.09 18.54
Small Cap 9.59 19.25

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 40.65 1.65
Services 1.62 9.17
Healthcare 3.2959746043559E-17 0.15
Financial 14.68 20.73
Consumer Staples -6.9388939039072E-17 4.31
Materials 2.35 2.54
Automobile 0.74 0.09
Energy 2.74 0.72
Technology -9.7144514654701E-17 3.27
Consumer Discretionary 2 3.29
Metals & Mining 1.08 6.34
Construction 2.55 8.61
Communication 2.95 0.35
Capital Goods 0.71 23.15
Sovereign 6.11 13.5
Textiles 1.57 -
Chemicals - 2.13

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