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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 | 0.54% | -0.65% |
| 6 Month | 4.85% | 8.86% |
| 1 Year | 4.77% | 5.81% |
| 3 Year | 11.06% | 13.69% |
| 5 Year | 10.87% | 12.98% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.05% | 2.55% |
| 1 Year | 7.71% | 10.51% |
| 3 Year | 9.71% | 12.48% |
| 5 Year | 9.7% | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.72% | 7.87% |
| 3 Year | 9.4% | 9.69% |
| 5 Year | 8.86% | 8.53% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.73% | 7.29% |
| Sharp | 0.93% | 0.89% |
| Beta | 0.89% | - |
| Alpha | 1.37% | - |
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 |
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