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Axis Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹927 Cr | ₹279 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 | -1.62% | -1.6% |
| 6 Month | 0.95% | 0.85% |
| 1 Year | 5.02% | 6.63% |
| 3 Year | 9.66% | 9.7% |
| 5 Year | 8.24% | 7.69% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.44% | -0.13% |
| 1 Year | 3.19% | 4.26% |
| 3 Year | 7.44% | 7.91% |
| 5 Year | 7.98% | 8.3% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.33% | 8.68% |
| 3 Year | 8.84% | 8.37% |
| 5 Year | 9.1% | 9.01% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.7% | 4.56% |
| Sharp | 0.86% | 0.87% |
| Beta | 1.13% | 1.09% |
| Alpha | -0.34% | -0.14% |
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 | 30.97 | 35.81 |
| Large Cap | 56.16 | 48.04 |
| Small Cap | 6.16 | 4.44 |
| Mid Cap | 6.71 | 11.72 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.51 | 31.85 |
| Energy | 10.31 | 3.89 |
| Technology | 3.21 | 4.93 |
| Consumer Cyclical | 7.67 | 7.27 |
| Healthcare | 6.5 | 3.1 |
| Industrials | 6.86 | 8.36 |
| Financial Services | 25.47 | 20.07 |
| Consumer Defensive | 2.29 | 1.91 |
| Basic Materials | 5.21 | 7.56 |
| Utilities | 0.66 | 4.65 |
| Real Estate | 1.27 | 2.4 |
| Communication Services | 3.04 | 4.01 |
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