Nippon India Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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 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
Asset Size (Cr) ₹481 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 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 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 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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
1 Month 1.25% 1.3%
6 Month 5.49% 14.29%
1 Year 12.46% 26.28%
3 Year 7.96% 13.31%
5 Year 5.11% 13.7%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 5.83% 11.7%
3 Year 15.62% 25.45%
5 Year 24.41% 42.82%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
1 Year 7.02% 13.35%
3 Year 19.53% 33.28%
5 Year 25.76% 46.54%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.11% 4.64%
Sharp 0.53% 1.25%
Beta 0.7% 0.78%
Alpha -0.1% 3.82%

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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 31.52 31.55
Large Cap 61.97 30.66
Small Cap 1.82 19.25
Mid Cap 4.66 18.54

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

HSBC Equity Savings Fund - Regular Growth

Others 53.87 1.65
Construction 1.21 8.61
Sovereign 13.52 13.5
Financial 16.99 20.73
Materials 1.52 2.54
Energy 2.16 0.72
Metals & Mining 1.84 6.34
Consumer Staples 1.2 4.31
Technology 1.75 3.27
Automobile 1.2 0.09
Healthcare 0.68 0.15
Communication 1.51 0.35
Services 0.96 9.17
Capital Goods 1.38 23.15
Chemicals 0 2.13
Insurance 0.18 -
Consumer Discretionary - 3.29

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