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) | ₹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 | 4.11% | 3.31% |
6 Month | -0.63% | -5.02% |
1 Year | 8.22% | 7.98% |
3 Year | 9.68% | 10.65% |
5 Year | 13.36% | 14.5% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.44% | -2.19% |
1 Year | 4.01% | -2.75% |
3 Year | 10.8% | 11.46% |
5 Year | 10.64% | 11.65% |
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 | 0.33% | 0.463% |
Beta | 0.91% | - |
Alpha | 0.71% | - |
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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 | 34.27 | 30.31 |
Large Cap | 42.02 | 30.87 |
Small Cap | 16.55 | 10.93 |
Mid Cap | 7.16 | 27.88 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 33.39 | 30.31 |
Communication Services | 1.48 | - |
Energy | 4.29 | 2.24 |
Industrials | 6.66 | 11.69 |
Technology | 1.6 | 6.08 |
Consumer Cyclical | 12.41 | 9.62 |
Healthcare | 3.39 | 1.82 |
Basic Materials | 7.46 | 1.25 |
Consumer Defensive | 0.13 | 0.02 |
Financial Services | 27.03 | 35.89 |
Utilities | 1.36 | 1.03 |
Real Estate | 0.8 | 0.04 |
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