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 Nippon India Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
Fund Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹776 Cr ₹939 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 May 2015 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 544% 34.8%
Expense Ratio 1.65 2.26
Manager Anand Devendra Gupta Hardik Shah
ISIN Code INF204KA1W02 INF846K01VO3
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
1 Month -0.47% 1.45%
6 Month 1.39% 6.94%
1 Year 7.91% 2.81%
3 Year 7.98% 9.91%
5 Year 5.59% 10.57%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - 2.15%
1 Year 5.42% 6.81%
3 Year 9.17% 9.64%
5 Year 8.95% 9.07%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 6.7% 8.63%
3 Year 2.98% 8.73%
5 Year 1.86% 9.04%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.70% 5.25%
Sharp 0.46% 0.46%
Beta 0.67% -
Alpha 0.15% -

Fund Managers

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
Name Anand Devendra Gupta Hardik Shah
Total AUM ₹12754 Cr ₹0 Cr
Funds Managed 3 12
Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 75.78 34.05
Large Cap 64.22 53.77
Small Cap 1.93 5.56
Mid Cap 4.07 6.62

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 75.78 32.06
Telecom - Services 1.11 -
Petroleum Products 5.6 -
IT - Software 5.32 -
Construction 4.46 -
Pharmaceuticals & Biotechnology 1.48 -
Personal Products 0.23 -
Ferrous Metals 1.48 -
Finance 2.7 -
Consumer Durables 0.58 -
Diversified FMCG 3.86 -
Banks 16.92 -
Cement & Cement Products 3.89 -
Automobiles 5.92 -
Insurance 1.18 -
Diversified Metals 3.02 -
Agricultural, Commercial & Construction Vehicles 1.35 -
Aerospace & Defense 0.53 -
Realty 0.38 -
Industrial Products 0.68 -
Consumable Fuels 3.15 -
Fertilizers & Agrochemicals 0.53 -
Retailing 0.43 -
Power 4.73 -
Auto Components 0.69 -
Energy - 9.07
Technology - 6.56
Consumer Cyclical - 5
Healthcare - 6.2
Basic Materials - 5.02
Industrials - 5.2
Financial Services - 23.24
Consumer Defensive - 2.97
Utilities - 1.33
Real Estate - 0.39
Communication Services - 2.96

Top Comparisons

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns7.19%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns7.12%

Compare Now

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns19.2%

Compare Now

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns18.06%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns14.03%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns21.75%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns16.97%

Compare Now
Add to Cart Successfully