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) | ₹3936 Cr | ₹931 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 | - | -0.26% |
| 6 Month | 2.05% | 3.19% |
| 1 Year | 5.18% | 4.28% |
| 3 Year | 9.91% | 9.94% |
| 5 Year | 9.57% | 8.78% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.73% |
| 1 Year | 6.76% | 8.19% |
| 3 Year | 9.26% | 9.12% |
| 5 Year | 9.09% | 8.8% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.43% | 8.38% |
| 3 Year | 8.82% | 8.83% |
| 5 Year | 8.25% | 9.14% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.23% | 5.08% |
| Sharp | 1.07% | 0.58% |
| Beta | 0.82% | - |
| Alpha | 0.82% | - |
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 | 32.73 | 30.77 |
| Large Cap | 56.66 | 54.89 |
| Small Cap | 3.64 | 7.42 |
| Mid Cap | 6.96 | 6.92 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.62 | 28.16 |
| Energy | 7.07 | 10.23 |
| Technology | 5.21 | 3.38 |
| Healthcare | 5.78 | 6.18 |
| Industrials | 3.15 | 6.92 |
| Basic Materials | 4.11 | 4.95 |
| Financial Services | 28.68 | 24.21 |
| Consumer Defensive | 3.25 | 2.86 |
| Consumer Cyclical | 5.88 | 7.92 |
| Real Estate | 1.31 | 1.4 |
| Communication Services | 4.86 | 2.99 |
| Utilities | 3.08 | 0.78 |
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