Axis Equity Saver Fund vs Baroda BNP Paribas Equity Savings Fund compare
Axis Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹924 Cr | ₹270 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2015 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 34.8% | 486% |
| Expense Ratio | 2.26 | 2.48 |
| Manager | Hardik Shah | Miten Vora |
| ISIN Code | INF846K01VO3 | INF955L01II9 |
| Exits Load | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.89% | 1.23% |
| 6 Month | 3.83% | 4.16% |
| 1 Year | 6.86% | 8.21% |
| 3 Year | 10.05% | 10.28% |
| 5 Year | 9.73% | 8.48% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.28% | 2.37% |
| 1 Year | 8.73% | 10.32% |
| 3 Year | 9.59% | 10.02% |
| 5 Year | 9.05% | 9.32% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.42% | 8.93% |
| 3 Year | 8.8% | 8.3% |
| 5 Year | 9.12% | 9.13% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.09% | 4.99% |
| Sharp | 0.61% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hardik Shah | Miten Vora |
| Total AUM | ₹0 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.43 | 35.72 |
| Large Cap | 53.63 | 48.06 |
| Small Cap | 8.05 | 4.84 |
| Mid Cap | 7.88 | 11.38 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.59 | 28.2 |
| Energy | 9.81 | 3.8 |
| Technology | 3.58 | 4.27 |
| Consumer Cyclical | 7.57 | 6.88 |
| Healthcare | 6.51 | 3.22 |
| Industrials | 7.45 | 8.94 |
| Financial Services | 23.77 | 19.07 |
| Consumer Defensive | 2.55 | 2.51 |
| Basic Materials | 5.9 | 7.82 |
| Utilities | 1.06 | 5.83 |
| Real Estate | 1.3 | 5.42 |
| Communication Services | 2.91 | 4.04 |
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