DSP Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹3501 Cr | ₹939 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 28 Mar 2016 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 444% | 34.8% |
Expense Ratio | 1.32 | 2.26 |
Manager | Kedar Karnik | Hardik Shah |
ISIN Code | INF740KA1439 | INF846K01VO3 |
Exits Load | Data not available./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.52% | 1.23% |
6 Month | 4.94% | 6.7% |
1 Year | 4.34% | 2.76% |
3 Year | 9.87% | 9.48% |
5 Year | 10.77% | 10.62% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.13% | 2.15% |
1 Year | 6.01% | 6.81% |
3 Year | 9.86% | 9.64% |
5 Year | 9.46% | 9.07% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.8% | 8.63% |
3 Year | 8.61% | 8.73% |
5 Year | 8.09% | 9.04% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 3.82% | 5.25% |
Sharp | 0.72% | 0.46% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Kedar Karnik | Hardik Shah |
Total AUM | ₹32997 Cr | ₹0 Cr |
Funds Managed | 11 | 12 |
DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 36.3 | 34.05 |
Large Cap | 54.14 | 53.77 |
Mid Cap | 5.72 | 6.62 |
Small Cap | 3.84 | 5.56 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.36 | 32.06 |
Energy | 6.79 | 9.07 |
Technology | 4.25 | 6.56 |
Healthcare | 6.01 | 6.2 |
Basic Materials | 3.59 | 5.02 |
Consumer Defensive | 2.7 | 2.97 |
Industrials | 3.05 | 5.2 |
Financial Services | 25.73 | 23.24 |
Consumer Cyclical | 7.5 | 5 |
Real Estate | 1.29 | 0.39 |
Communication Services | 3.63 | 2.96 |
Utilities | 3.09 | 1.33 |
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