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) | ₹936 Cr | ₹265 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 | 1.25% | 1.78% |
| 6 Month | 3.99% | 4.93% |
| 1 Year | 5.93% | 7.5% |
| 3 Year | 9.95% | 10.16% |
| 5 Year | 9.78% | 8.43% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.94% | 2.23% |
| 1 Year | 7.72% | 9.88% |
| 3 Year | 9.34% | 9.86% |
| 5 Year | 8.9% | 9.21% |
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 | 34.21 | 35.82 |
| Large Cap | 53.1 | 48.21 |
| Small Cap | 5.98 | 5.28 |
| Mid Cap | 6.72 | 10.7 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.66 | 28.2 |
| Energy | 8.86 | 3.93 |
| Technology | 4.49 | 3.89 |
| Consumer Cyclical | 6.7 | 7.39 |
| Healthcare | 6.29 | 3.44 |
| Industrials | 6.86 | 8.55 |
| Financial Services | 22.39 | 18.8 |
| Consumer Defensive | 2.95 | 2.6 |
| Basic Materials | 4.98 | 7.62 |
| Utilities | 1.34 | 5.78 |
| Real Estate | 0.85 | 6.02 |
| Communication Services | 2.63 | 3.77 |
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