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) | ₹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 |
Top Comparisons
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.84%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Franklin India Large Cap Fund-Growth
3Y Returns14.51%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns14.35%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.65%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns23.29%
Nippon India Small Cap Fund Regular Growth
3Y Returns20.09%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%