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 | 3.34% | 2.61% |
6 Month | -1.97% | -5.45% |
1 Year | 7.3% | 9.01% |
3 Year | 9.62% | 10.45% |
5 Year | 13.86% | 15.02% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | -1.21% | -4.7% |
1 Year | 0.67% | -4.31% |
3 Year | 9.93% | 11.03% |
5 Year | 10.25% | 11.52% |
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 | 0.39% | 0.463% |
Beta | 0.89% | - |
Alpha | 0.52% | - |
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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 | 33.63 | 30.31 |
Large Cap | 39.99 | 30.87 |
Small Cap | 19.15 | 10.93 |
Mid Cap | 7.23 | 27.88 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.78 | 30.31 |
Communication Services | 1.86 | - |
Energy | 4.51 | 2.24 |
Industrials | 8.21 | 11.69 |
Technology | 0.85 | 6.08 |
Basic Materials | 6.84 | 1.25 |
Consumer Cyclical | 14.43 | 9.62 |
Healthcare | 3.71 | 1.82 |
Consumer Defensive | 0.26 | 0.02 |
Financial Services | 23.99 | 35.89 |
Utilities | 1.65 | 1.03 |
Real Estate | 0.91 | 0.04 |
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