- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Equity Savings Fund vs HSBC 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) | ₹6169 Cr | ₹723 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 | 1.43 | 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 | 1.44% | 0.62% |
| 6 Month | 4.98% | 8.92% |
| 1 Year | 5.55% | 6.3% |
| 3 Year | 11.07% | 13.61% |
| 5 Year | 11.64% | 13.44% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.78% | 3.38% |
| 1 Year | 8.77% | 11.24% |
| 3 Year | 10.19% | 12.85% |
| 5 Year | 10% | 12.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.83% | 7.91% |
| 3 Year | 9.34% | 9.59% |
| 5 Year | 8.82% | 8.48% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.73% | 7.29% |
| Sharp | 0.89% | 0.89% |
| Beta | 0.2% | - |
| Alpha | 3.92% | - |
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 | 35.66 | 38.94 |
| Large Cap | 38.21 | 36.57 |
| Mid Cap | 11.35 | 17.79 |
| Small Cap | 14.78 | 6.7 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.28 | 31.45 |
| Energy | 5.3 | 1.73 |
| Technology | 1.67 | 5.12 |
| Basic Materials | 10.71 | 2.8 |
| Healthcare | 2.26 | 7.72 |
| Industrials | 8.99 | 7.55 |
| Consumer Cyclical | 11.53 | 8.47 |
| Financial Services | 23.49 | 25.49 |
| Real Estate | 5.58 | 0.04 |
| Communication Services | 0.4 | 5.32 |
| Utilities | 1.47 | 1.38 |
| Consumer Defensive | 1.33 | 2.93 |
Top Comparisons
ICICI Prudential MNC Fund - Growth Option
3Y Returns14.35%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns13.46%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.93%
Kotak Bond Fund (G)
3Y Returns7.09%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.09%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.92%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.92%
