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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) | ₹5823 Cr | ₹924 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 | 0.58% | 0.75% |
| 6 Month | 3.35% | 3.32% |
| 1 Year | 5.91% | 4.8% |
| 3 Year | 9.81% | 9.66% |
| 5 Year | 11.35% | 9.33% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.23% | 2.55% |
| 1 Year | 9.27% | 9.23% |
| 3 Year | 9.47% | 9.67% |
| 5 Year | 9.77% | 9.16% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.37% | 8.4% |
| 3 Year | 9.94% | 8.81% |
| 5 Year | 9.49% | 9.14% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 5.09% |
| Sharp | 0.76% | 0.61% |
| 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 | 33.88 | 30.43 |
| Large Cap | 59.7 | 53.63 |
| Small Cap | 3.77 | 8.05 |
| Mid Cap | 2.66 | 7.88 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.68 | 27.59 |
| Energy | 8.06 | 9.81 |
| Technology | 3.88 | 3.58 |
| Industrials | 7.06 | 7.45 |
| Consumer Defensive | 2.11 | 2.55 |
| Basic Materials | 4.18 | 5.9 |
| Financial Services | 23.7 | 23.77 |
| Real Estate | 1.71 | 1.3 |
| Healthcare | 5.57 | 6.51 |
| Consumer Cyclical | 9.25 | 7.57 |
| Utilities | 2.39 | 1.06 |
| Communication Services | 2.42 | 2.91 |
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