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) | ₹931 Cr | ₹281 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 | 0.75% | 0.37% |
| 6 Month | 3.34% | 2.95% |
| 1 Year | 5.05% | 6.48% |
| 3 Year | 10.38% | 10.43% |
| 5 Year | 8.78% | 8.19% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.85% | 2.06% |
| 1 Year | 7.81% | 9.24% |
| 3 Year | 9% | 9.45% |
| 5 Year | 8.84% | 9.11% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.38% | 8.77% |
| 3 Year | 8.83% | 8.35% |
| 5 Year | 9.14% | 9.06% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.7% | 4.56% |
| Sharp | 0.76% | 0.83% |
| Beta | 1.14% | 1.09% |
| Alpha | -0.45% | 0.04% |
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 | 30.77 | 36.42 |
| Large Cap | 54.89 | 47.54 |
| Small Cap | 7.42 | 4.3 |
| Mid Cap | 6.92 | 11.74 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.16 | 29.94 |
| Energy | 10.23 | 3.85 |
| Technology | 3.38 | 5.03 |
| Consumer Cyclical | 7.92 | 7.31 |
| Healthcare | 6.18 | 3.1 |
| Industrials | 6.92 | 8.61 |
| Financial Services | 24.21 | 20.09 |
| Consumer Defensive | 2.86 | 1.84 |
| Basic Materials | 4.95 | 7.23 |
| Utilities | 0.78 | 4.66 |
| Real Estate | 1.4 | 4.38 |
| Communication Services | 2.99 | 3.97 |
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