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) | ₹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 | 0.72% | 0.91% |
6 Month | 4.99% | 5.88% |
1 Year | 3.45% | 4.75% |
3 Year | 10.48% | 10.48% |
5 Year | 10.45% | 8.52% |
SIP Return Analysis
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.71% | 1.51% |
1 Year | 7.19% | 8.36% |
3 Year | 9.43% | 9.56% |
5 Year | 8.95% | 8.97% |
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% | 4.92% |
Sharp | 0.61% | 0.59% |
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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