Mirae Asset Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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) | ₹5584 Cr | ₹1371 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 17 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 | 1.89 | 1.32 |
Manager | Anil Bamboli | Mahendra Kumar Jajoo |
ISIN Code | INF179K01AM7 | INF769K01EI5 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | -1.01% | -1.13% |
6 Month | -3.58% | -3.7% |
1 Year | 4.72% | 6.99% |
3 Year | 9.26% | 9.3% |
5 Year | 12.37% | 12.33% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | -2.36% | -2.5% |
1 Year | -2.12% | -1.24% |
3 Year | 8.37% | 8.81% |
5 Year | 9.86% | 9.77% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.6% | 11.5% |
3 Year | 9.9% | 11.11% |
5 Year | 9.44% | 11.78% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.946% | 5.742% |
Sharp | 0.518% | 0.406% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 33.86 | 30.93 |
Large Cap | 58.5 | 53.76 |
Small Cap | 4.14 | 7.82 |
Mid Cap | 3.5 | 7.48 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 33.83 | 29.65 |
Energy | 6.35 | 4.71 |
Technology | 5.68 | 8.79 |
Industrials | 5.1 | 7 |
Consumer Defensive | 4.67 | 2.66 |
Basic Materials | 3.37 | 5.93 |
Financial Services | 19.87 | 20.06 |
Healthcare | 4.94 | 6.04 |
Consumer Cyclical | 11.74 | 7.7 |
Communication Services | 1.81 | 2.23 |
Utilities | 2.63 | 3.68 |
Real Estate | - | 1.56 |
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