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Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1028 Cr | ₹270 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 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 | 87% | 486% |
| Expense Ratio | 1.6 | 2.48 |
| Manager | Dhawal Dalal | Miten Vora |
| ISIN Code | INF843K01KG9 | INF955L01II9 |
| Exits Load | Data not available./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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.01% | 0.65% |
| 6 Month | 4.36% | 3.71% |
| 1 Year | 7.99% | 5.83% |
| 3 Year | 10.73% | 9.99% |
| 5 Year | 10.11% | 8.34% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.75% | 2.57% |
| 1 Year | 9.48% | 10.66% |
| 3 Year | 10.7% | 9.92% |
| 5 Year | 10.07% | 9.31% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.65% | 8.86% |
| 3 Year | 9.01% | 8.33% |
| 5 Year | 9.15% | 9.08% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.62% | 5.00% |
| Sharp | 1.08% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Miten Vora |
| Total AUM | ₹25974 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 40.06 | 35.72 |
| Large Cap | 36.8 | 48.06 |
| Mid Cap | 16.7 | 11.38 |
| Small Cap | 6.44 | 4.84 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.42 | 28.2 |
| Energy | 5.59 | 3.8 |
| Utilities | 1.5 | 5.83 |
| Technology | 4.49 | 4.27 |
| Healthcare | 4.04 | 3.22 |
| Industrials | 4.94 | 8.94 |
| Basic Materials | 10.89 | 7.82 |
| Financial Services | 21.45 | 19.07 |
| Consumer Defensive | 1.5 | 2.51 |
| Consumer Cyclical | 4.57 | 6.88 |
| Real Estate | 1.66 | 5.42 |
| Communication Services | 4.94 | 4.04 |
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