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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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