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 | 2.36% | 2.46% |
| 1 Year | 8.94% | 10.2% |
| 3 Year | 9.21% | 9.66% |
| 5 Year | 8.91% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.36% | 8.73% |
| 3 Year | 8.83% | 8.36% |
| 5 Year | 9.12% | 9.03% |
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 | 28.56 | 59.84 |
| Large Cap | 56.42 | 49.14 |
| Mid Cap | 6.58 | 12.25 |
| Small Cap | 8.46 | 4.93 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.21 | 56.11 |
| Petroleum Products | 10.03 | 3.85 |
| IT - Software | 3.15 | 4.12 |
| Retailing | 2.15 | 1.01 |
| Auto Components | 2.1 | 0.04 |
| Pharmaceuticals & Biotechnology | 3.8 | 1.61 |
| Construction | 3.47 | 2.82 |
| Finance | 1.43 | 3.56 |
| Capital Markets | 0.05 | 0.83 |
| Healthcare Services | 2.37 | 0.66 |
| Banks | 21.03 | 14.41 |
| Diversified FMCG | 2.07 | - |
| Non - Ferrous Metals | 0.08 | 0.81 |
| Cement & Cement Products | 1.65 | 2.88 |
| Aerospace & Defense | 1.26 | 0.73 |
| Ferrous Metals | 2.45 | 1.84 |
| Electrical Equipment | 0.28 | 2.14 |
| Automobiles | 2.65 | 3.99 |
| Personal Products | 0.38 | - |
| Commercial Services & Supplies | 0.79 | 0.61 |
| Insurance | 1.36 | 0.59 |
| Consumer Durables | 1.22 | 1.11 |
| Industrial Products | 0.62 | - |
| Oil | 0.21 | - |
| Power | 0.78 | 4.66 |
| Realty | 1.4 | 3.77 |
| Chemicals & Petrochemicals | 0.46 | 2.14 |
| Telecom - Services | 2.99 | 3.97 |
| Transport Infrastructure | 0.05 | 1.64 |
| Industrial Manufacturing | 1.12 | - |
| Beverages | 0.41 | 1.16 |
| IT - Services | - | 0.83 |
| Leisure Services | - | 1.16 |
| Food Products | - | 0.68 |
| Financial Technology (Fintech) | - | 1.59 |
| Transport Services | - | 0.84 |
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