Axis Equity Saver Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹764 Cr | ₹945 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% | -0.36% |
6 Month | 1.39% | 6.02% |
1 Year | 7.91% | 2.04% |
3 Year | 7.98% | 9.59% |
5 Year | 5.59% | 10.24% |
SIP Return Analysis
Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | 0.7% |
1 Year | 5.42% | 3.71% |
3 Year | 9.17% | 8.92% |
5 Year | 8.95% | 8.77% |
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 | 3.66% | 5.25% |
Sharp | 0.57% | 0.59% |
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 |
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