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HSBC Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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) | ₹5705 Cr | ₹646 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 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 | 39% | 75% |
| Expense Ratio | 1.42 | 1.51 |
| Manager | Pradeep Kesavan | Mahesh A Chhabria |
| ISIN Code | INF200KA1DA4 | INF917K01AA5 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./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 | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.34% | 2.45% |
| 6 Month | -1.97% | -5.19% |
| 1 Year | 7.3% | 9.01% |
| 3 Year | 9.62% | 10.25% |
| 5 Year | 13.86% | 15.12% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.21% | -4.7% |
| 1 Year | 0.67% | -4.31% |
| 3 Year | 9.93% | 11.03% |
| 5 Year | 10.25% | 11.52% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.28% | 8.17% |
| 3 Year | 9.03% | 9.36% |
| 5 Year | 8.69% | 8.3% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.73% | 7.536% |
| Sharp | 0.39% | 0.463% |
| Beta | 0.89% | - |
| Alpha | 0.52% | - |
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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 |
| Funds Managed | 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 | 33.63 | 30.31 |
| Large Cap | 39.99 | 30.87 |
| Small Cap | 19.15 | 10.93 |
| Mid Cap | 7.23 | 27.88 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.78 | 30.31 |
| Communication Services | 1.86 | - |
| Energy | 4.51 | 2.24 |
| Industrials | 8.21 | 11.69 |
| Technology | 0.85 | 6.08 |
| Basic Materials | 6.84 | 1.25 |
| Consumer Cyclical | 14.43 | 9.62 |
| Healthcare | 3.71 | 1.82 |
| Consumer Defensive | 0.26 | 0.02 |
| Financial Services | 23.99 | 35.89 |
| Utilities | 1.65 | 1.03 |
| Real Estate | 0.91 | 0.04 |
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