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) | ₹945 Cr | ₹261 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 1.55% | 0.98% |
6 Month | 6.65% | 7.79% |
1 Year | 2.81% | 3.88% |
3 Year | 9.46% | 9.44% |
5 Year | 10.68% | 8.44% |
SIP Return Analysis
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.15% | 1.88% |
1 Year | 6.81% | 7.57% |
3 Year | 9.64% | 9.64% |
5 Year | 9.07% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.63% | 9.21% |
3 Year | 8.73% | 8.13% |
5 Year | 9.04% | 9.28% |
Risk Management
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.25% | 5.00% |
Sharp | 0.46% | 0.50% |
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 | 34.05 | 35.85 |
Large Cap | 53.77 | 49.22 |
Small Cap | 5.56 | 5.15 |
Mid Cap | 6.62 | 9.78 |
Sector Allocation
Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.06 | 29.05 |
Energy | 9.07 | 5.06 |
Technology | 6.56 | 3.27 |
Consumer Cyclical | 5 | 5.46 |
Healthcare | 6.2 | 3.88 |
Basic Materials | 5.02 | 7.32 |
Industrials | 5.2 | 8.3 |
Financial Services | 23.24 | 19.28 |
Consumer Defensive | 2.97 | 2.68 |
Utilities | 1.33 | 5.85 |
Real Estate | 0.39 | 5.96 |
Communication Services | 2.96 | 3.9 |
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