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Axis Equity Saver Fund vs Edelweiss Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1028 Cr | ₹924 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.24% | 0.98% |
| 6 Month | 4.83% | 3.69% |
| 1 Year | 9.01% | 5.32% |
| 3 Year | 10.72% | 9.63% |
| 5 Year | 10.25% | 9.36% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.27% | 2.55% |
| 1 Year | 10.37% | 9.23% |
| 3 Year | 11.09% | 9.67% |
| 5 Year | 10.32% | 9.16% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.64% | 8.4% |
| 3 Year | 9.01% | 8.81% |
| 5 Year | 9.15% | 9.14% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.62% | 5.09% |
| Sharp | 1.19% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 40.06 | 30.43 |
| Large Cap | 36.8 | 53.63 |
| Mid Cap | 16.7 | 7.88 |
| Small Cap | 6.44 | 8.05 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.42 | 27.59 |
| Energy | 5.59 | 9.81 |
| Utilities | 1.5 | 1.06 |
| Technology | 4.49 | 3.58 |
| Healthcare | 4.04 | 6.51 |
| Industrials | 4.94 | 7.45 |
| Basic Materials | 10.89 | 5.9 |
| Financial Services | 21.45 | 23.77 |
| Consumer Defensive | 1.5 | 2.55 |
| Consumer Cyclical | 4.57 | 7.57 |
| Real Estate | 1.66 | 1.3 |
| Communication Services | 4.94 | 2.91 |
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