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

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tortoise-icon Baroda BNP Paribas 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 Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹936 Cr ₹265 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Aug 2015 29 Jul 2019
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 34.8% 486%
Expense Ratio 2.26 2.48
Manager Hardik Shah Miten Vora
ISIN Code INF846K01VO3 INF955L01II9
Exits Load Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month 0.98% 1.48%
6 Month 3.77% 4.97%
1 Year 4.93% 6.42%
3 Year 9.88% 10%
5 Year 9.93% 8.43%

SIP Return Analysis

Scheme Name Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month 1.94% 2.23%
1 Year 7.72% 9.88%
3 Year 9.34% 9.86%
5 Year 8.9% 9.21%

Rolling Lumpsum Returns

Scheme Name Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 8.52% 9.07%
3 Year 8.78% 8.23%
5 Year 9.07% 9.19%

Risk Management

Scheme Name Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.09% 4.99%
Sharp 0.61% 0.64%
Beta - -
Alpha - -

Fund Managers

Scheme Name Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name Hardik Shah Miten Vora
Total AUM ₹0 Cr ₹6478 Cr
Funds Managed 12 6
Axis Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Axis Equity Savings Fund - Regular Plan - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 34.21 35.82
Large Cap 53.1 48.21
Small Cap 5.98 5.28
Mid Cap 6.72 10.7

Sector Allocation

Scheme Name

Axis Equity Savings Fund - Regular Plan - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 31.66 28.2
Energy 8.86 3.93
Technology 4.49 3.89
Consumer Cyclical 6.7 7.39
Healthcare 6.29 3.44
Industrials 6.86 8.55
Financial Services 22.39 18.8
Consumer Defensive 2.95 2.6
Basic Materials 4.98 7.62
Utilities 1.34 5.78
Real Estate 0.85 6.02
Communication Services 2.63 3.77

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