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) | ₹639 Cr | ₹268 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 1.36% | 0.78% |
6 Month | 4.17% | 3.94% |
1 Year | 8.79% | 6.87% |
3 Year | 12.14% | 11.37% |
5 Year | 11.16% | 9.01% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.45% | 4.91% |
1 Year | 10.83% | 9.89% |
3 Year | 12.03% | 10.95% |
5 Year | 10.79% | 9.64% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.74% | 9.44% |
3 Year | 8.85% | 8.05% |
5 Year | 8.96% | 9.29% |
Risk Management
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.88% | 5.21% |
Sharp | 1.31% | 0.94% |
Beta | - | - |
Alpha | - | - |
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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 | 36.56 | 32.91 |
Large Cap | 48.39 | 50.79 |
Mid Cap | 8.86 | 10.05 |
Small Cap | 6.19 | 6.25 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.68 | 28.65 |
Basic Materials | 9.91 | 7.26 |
Energy | 9.18 | 5.99 |
Utilities | 2.19 | 6.36 |
Technology | 3.38 | 2.93 |
Healthcare | 3.81 | 4.21 |
Industrials | 6.32 | 8.43 |
Financial Services | 18.57 | 20.27 |
Consumer Defensive | 2.76 | 2.64 |
Consumer Cyclical | 5.38 | 4.27 |
Real Estate | 0.4 | 5.17 |
Communication Services | 4.41 | 3.83 |
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