Mirae Asset Equity Savings Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4611 Cr ₹1123 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 15 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 27.79% 620%
Expense Ratio 1.92 1.31
Manager Anil Bamboli Mahendra Kumar Jajoo
ISIN Code INF179K01AM7 INF769K01EI5
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month -1.95% -2.03%
6 Month 3.87% 5.09%
1 Year 14.02% 14.64%
3 Year 9.39% 8.86%
5 Year 10.97% 11.49%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month - -
1 Year 10.47% 11.76%
3 Year 12.22% 12.34%
5 Year 12.39% 12.27%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 8.56% 11.46%
3 Year 9.9% 11.28%
5 Year 9.43% 11.9%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.68% 5.04%
Sharp 0.9% 0.76%
Beta 0.88% 1%
Alpha 1.46% 0.74%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Anil Bamboli Mahendra Kumar Jajoo
Total AUM ₹135442 Cr ₹8876 Cr
Fund Manage 12 4
HDFC Equity Savings Fund - GROWTH PLAN Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 31.73 32.2
Large Cap 56.66 50.28
Mid Cap 6.39 9.39
Small Cap 5.22 4.06

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 31.73 42.01
Petroleum Products 2.82 -
IT - Software 3.06 -
Construction 1.79 1.69
Finance 1.58 -
Ferrous Metals 2.51 -
Diversified FMCG 2.24 -
Non - Ferrous Metals 0.6 -
Banks 18.84 -
Realty 1.58 -
Pharmaceuticals & Biotechnology 5.1 -
Automobiles 5.46 -
Aerospace & Defense 0.42 -
Cement & Cement Products 0.36 -
Fertilizers & Agrochemicals 0.51 -
Power 3.48 -
Insurance 1.32 0.24
Entertainment 0.22 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.97 -
Oil 0.36 -
Consumer Durables 3.57 -
Telecom - Services 1.57 -
Auto Components 0.83 -
Healthcare Services 0.53 -
Chemicals & Petrochemicals 0.19 -
Transport Infrastructure 2.77 -
Consumable Fuels 0.48 -
Beverages 4.09 -
Healthcare - 1.51
Materials - 1.73
Chemicals - 0.16
Consumer Staples - 1.74
Financial - 17.96
Automobile - 2.14
Services - 0.56
Communication - 2.3
Consumer Discretionary - 0.29
Metals & Mining - 1.1
Energy - 3.23
Technology - 2.78
Capital Goods - 1.62
Sovereign - 14.87

Top Comparisons

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns11.26%

VS

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns14.76%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns12.65%

Compare Now

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns12.93%

VS

Franklin India Multi - Asset Solution Fund of Funds- Growth Plan Franklin India Multi - Asset Solution Fund of Funds- Growth Plan

3Y Returns9.38%

Compare Now

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns14.29%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.58%

Compare Now
Request call back
Add to Cart Successfully