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 |
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