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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) | ₹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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