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Axis Equity Saver Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹5897 Cr | ₹927 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹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 | 0.29% | -0.13% |
| 6 Month | 2.56% | 2.21% |
| 1 Year | 7.35% | 5.94% |
| 3 Year | 10.19% | 10.27% |
| 5 Year | 10.14% | 8.47% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 0.74% |
| 1 Year | 7.12% | 6.1% |
| 3 Year | 8.48% | 8.25% |
| 5 Year | 9.14% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.32% | 8.33% |
| 3 Year | 9.94% | 8.84% |
| 5 Year | 9.5% | 9.1% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 5.7% |
| Sharp | 0.97% | 0.86% |
| Beta | 1% | 1.13% |
| Alpha | 0.14% | -0.34% |
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 | 33.8 | 30.97 |
| Large Cap | 59.98 | 56.16 |
| Small Cap | 3.53 | 6.16 |
| Mid Cap | 2.69 | 6.71 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.92 | 27.51 |
| Energy | 8.31 | 10.31 |
| Technology | 4.1 | 3.21 |
| Industrials | 7.02 | 6.86 |
| Consumer Defensive | 2.03 | 2.29 |
| Basic Materials | 3.71 | 5.21 |
| Financial Services | 23.63 | 25.47 |
| Real Estate | 1.45 | 1.27 |
| Healthcare | 5.56 | 6.5 |
| Consumer Cyclical | 9.6 | 7.67 |
| Utilities | 2.35 | 0.66 |
| Communication Services | 2.32 | 3.04 |
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