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) | ₹639 Cr | ₹946 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 | 1.22% | 0.23% |
6 Month | 4.86% | 2.94% |
1 Year | 8.48% | 4.9% |
3 Year | 12.02% | 10.89% |
5 Year | 11.11% | 10.97% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.45% | 3.45% |
1 Year | 10.83% | 6.54% |
3 Year | 12.03% | 10.36% |
5 Year | 10.79% | 9.63% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 8.73% |
3 Year | 8.85% | 8.7% |
5 Year | 8.96% | 8.98% |
Risk Management
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.88% | 5.60% |
Sharp | 1.31% | 0.84% |
Beta | - | - |
Alpha | - | - |
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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 | 36.56 | 32.1 |
Large Cap | 48.39 | 57.44 |
Mid Cap | 8.86 | 5.97 |
Small Cap | 6.19 | 4.49 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.68 | 30.72 |
Basic Materials | 9.91 | 5.29 |
Energy | 9.18 | 10.75 |
Utilities | 2.19 | 1.58 |
Technology | 3.38 | 6.31 |
Healthcare | 3.81 | 4.89 |
Industrials | 6.32 | 5.16 |
Financial Services | 18.57 | 24.1 |
Consumer Defensive | 2.76 | 3.46 |
Consumer Cyclical | 5.38 | 4.2 |
Real Estate | 0.4 | 0.57 |
Communication Services | 4.41 | 2.97 |
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