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Bajaj Finserv Equity Savings Fund vs HSBC Equity Savings Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Bajaj Finserv Equity Savings Fund
  • HSBC Equity Savings Fund
Bajaj Finserv Equity Savings Fund compared with HSBC Equity Savings Fund
FundBajaj Finserv Mutual FundBajaj Finserv Equity Savings FundEquity Savings Fund · Direct planNAV ₹10.54HSBC Mutual FundHSBC Equity Savings FundEquity Savings Fund · Direct planNAV ₹41.17
Returns
1 year4.9%7.1% (best of these funds)
3 yearsa year13.1%
Risk
Volatilitya year2.3% (best of these funds)7.2%
Worst fall−1.3% (best of these funds)−11.5%
Best year5.4%28% (best of these funds)
Worst year4.8% (best of these funds)0.1%
Years in gain100%100%
Cost and size
Expense ratio1.13% (best of these funds)1.68%
Fund size₹40 Cr₹1,475 Cr
Minimum SIP₹500₹500
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.