Axis Equity Saver Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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tortoise-icon Axis Equity Saver 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 Saver Fund - Regular Plan - Growth
Fund Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹439 Cr ₹938 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Oct 2014 01 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 1.56 2.28
Manager Dhawal Dalal Hardik Shah
ISIN Code INF843K01KG9 INF846K01VO3
Exits Load Exit load of 0.25%, if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.46% 1.46%
6 Month 8.36% 8.45%
1 Year 17.47% 19.38%
3 Year 9.74% 9.09%
5 Year 11.2% 10.82%

SIP Return Analysis

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 7.57% 7.28%
3 Year 18.17% 17.31%
5 Year 31.29% 30.32%

Rolling Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Year 10.33% 10.3%
3 Year 24.66% 24.26%
5 Year 33.06% 32.86%

Risk Management

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 3.86% 5.7%
Sharp 0.76% 0.52%
Beta 0.73% 1.14%
Alpha 0.63% -0.71%

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Fund Managers

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

Market Cap

Scheme Name

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 35.98 32.04
Large Cap 43.95 52.98
Mid Cap 15.51 5.52
Small Cap 4.55 4.15

Sector Allocation

Scheme Name

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 56.09 33.79
Sovereign 15.22 11.81
Financial 8.36 22.52
Materials 0.9 0.93
Services 2.52 0.11
Capital Goods 0.67 1.65
Energy 2.58 5.57
Unclassified 2.43 -
Construction 1.57 2.35
Communication 0.96 5.02
Technology 2.13 3.93
Consumer Staples 1.65 1.47
Automobile 2.04 2.93
Healthcare 1.85 1.64
Metals & Mining 0.38 -0.029999999999999
Chemicals 0.47 -0.01
Textiles 0.17 -
Insurance - 0.83
Consumer Discretionary - 0.18

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