- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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
3Y Returns10.69%
HSBC Equity Savings Fund - Regular Growth
3Y Returns12.94%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.96%
Tata Focused Fund-Regular Plan-Growth
3Y Returns15.3%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.4%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns12.42%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.92%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28%
