Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Equity Saver Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5674 Cr ₹945 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Sep 2004 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 27.79% 34.8%
Expense Ratio 1.89 2.26
Manager Anil Bamboli Hardik Shah
ISIN Code INF179K01AM7 INF846K01VO3
Exits Load HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Month -0.31% -0.18%
6 Month 5.19% 4.41%
1 Year 4.04% 4.11%
3 Year 10.04% 9.3%
5 Year 12.23% 10.61%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
6 Month 1.86% 1.64%
1 Year 5.28% 4.2%
3 Year 9.24% 9.17%
5 Year 9.84% 8.87%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.44% 8.63%
3 Year 9.91% 8.73%
5 Year 9.47% 9.04%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.61% 5.25%
Sharp 0.81% 0.59%
Beta - -
Alpha - -

Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Name Anil Bamboli Hardik Shah
Total AUM ₹135442 Cr ₹0 Cr
Funds Managed 12 12
HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 35.21 34.05
Large Cap 57.73 53.77
Small Cap 4.32 5.56
Mid Cap 2.75 6.62

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 31.33 32.06
Energy 7.35 9.07
Technology 5 6.56
Industrials 6.12 5.2
Consumer Defensive 2.96 2.97
Basic Materials 3.31 5.02
Financial Services 23.76 23.24
Real Estate 1.61 0.39
Healthcare 5.7 6.2
Consumer Cyclical 8.47 5
Utilities 2.32 1.33
Communication Services 2.05 2.96

Top Comparisons

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.69%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns12.94%

Compare Now

Nippon India Focused Fund - Growth Plan -Growth Option Nippon India Focused Fund - Growth Plan -Growth Option

3Y Returns13.96%

VS

Tata Focused Fund-Regular Plan-Growth Tata Focused Fund-Regular Plan-Growth

3Y Returns15.3%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns16.4%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns12.42%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns21.92%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns28%

Compare Now
Add to Cart Successfully