Axis Equity Saver Fund vs Edelweiss Equity Savings Fund compare

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Fund	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹1106 Cr	₹927 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	13 Oct 2014	14 Aug 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	87%	34.8%
Expense Ratio	1.6	2.26
Manager	Dhawal Dalal	Hardik Shah
ISIN Code	INF843K01KG9	INF846K01VO3
Exits Load	Data not available./365	Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	-0.01%	-0.31%
6 Month	3.06%	2.45%
1 Year	8.57%	6.15%
3 Year	11.25%	10.13%
5 Year	9.32%	8.32%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	1.22%	1.17%
1 Year	8.03%	6.42%
3 Year	10.07%	8.35%
5 Year	9.76%	8.42%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	8.62%	8.33%
3 Year	9.04%	8.84%
5 Year	9.18%	9.11%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.86%	5.7%
Sharp	1.49%	0.86%
Beta	0.71%	1.13%
Alpha	2.32%	-0.34%

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Name	Dhawal Dalal	Hardik Shah
Total AUM	₹25974 Cr	₹0 Cr
Funds Managed	12	12
	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	-7.85	30.77
Large Cap	42.87	54.89
Mid Cap	16.94	6.92
Small Cap	6.83	7.42

Scheme Name	Edelweiss Equity Savings Fund - Regular Plan - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	-8.01	28.16
Petroleum Products	5.8	-
Power	1.15	-
IT - Software	3.43	-
Auto Components	0.87	-
Pharmaceuticals & Biotechnology	2.27	-
Construction	0.97	-
Ferrous Metals	1.21	-
Finance	2.24	-
Healthcare Services	1.15	-
Banks	17.77	-
Diversified FMCG	0.61	-
Non - Ferrous Metals	1.65	-
Cement & Cement Products	2.84	-
Financial Technology (Fintech)	0.38	-
Leisure Services	0.37	-
Aerospace & Defense	0.72	-
Electrical Equipment	0.79	-
Chemicals & Petrochemicals	0.6	-
Realty	0.84	-
Retailing	1.35	-
Insurance	0.83	-
Other Consumer Services	0.17	-
Automobiles	1.55	-
Commercial Services & Supplies	0.08	-
Telecom - Services	5.86	-
Capital Markets	1.04	-
Gas	0.11	-
IT - Services	0.07	-
Food Products	0.23	-
Agricultural Food & other Products	0.3	-
Beverages	0.41	-
Diversified Metals	0.45	-
Oil	0.05	-
Industrial Manufacturing	0.36	-
Consumer Durables	1.03	-
Metals & Minerals Trading	0.29	-
Industrial Products	1	-
Consumable Fuels	0.02	-
Minerals & Mining	0.68	-
Fertilizers & Agrochemicals	3.36	-
Transport Services	0.16	-
Transport Infrastructure	1.58	-
Textiles & Apparels	0.16	-
Energy	-	10.23
Technology	-	3.38
Consumer Cyclical	-	7.92
Healthcare	-	6.18
Industrials	-	6.92
Financial Services	-	24.21
Consumer Defensive	-	2.86
Basic Materials	-	4.95
Utilities	-	0.78
Real Estate	-	1.4
Communication Services	-	2.99