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Axis Equity Saver Fund vs Nippon India Equity Savings Fund compare

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

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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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) ₹945 Cr ₹931 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 - -0.04%
6 Month - 3.37%
1 Year - 4.13%
3 Year - 9.84%
5 Year - 8.98%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - 1.73%
1 Year - 8.19%
3 Year - 9.12%
5 Year - 8.8%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year - 8.4%
3 Year - 8.82%
5 Year - 9.15%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.57% 5.08%
Sharp 0.49% 0.58%
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 30.43
Large Cap 64.22 53.63
Small Cap 1.93 8.05
Mid Cap 4.07 7.88

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 75.78 27.59
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 - 9.81
Technology - 3.58
Consumer Cyclical - 7.57
Healthcare - 6.51
Industrials - 7.45
Financial Services - 23.77
Consumer Defensive - 2.55
Basic Materials - 5.9
Utilities - 1.06
Real Estate - 1.3
Communication Services - 2.91

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