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) | ₹3773 Cr | ₹936 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 | 0.8% | 1.44% |
| 6 Month | 2.1% | 3.63% |
| 1 Year | 4.98% | 5.18% |
| 3 Year | 9.89% | 9.9% |
| 5 Year | 10.7% | 10.4% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.39% | 0.58% |
| 1 Year | 4.44% | 4.69% |
| 3 Year | 8.82% | 8.33% |
| 5 Year | 8.87% | 8.35% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.66% | 8.52% |
| 3 Year | 8.68% | 8.78% |
| 5 Year | 8.16% | 9.07% |
Risk Management
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.68% | 5.09% |
| Sharp | 0.87% | 0.61% |
| 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 | 34.83 | 34.21 |
| Large Cap | 55.48 | 53.1 |
| Small Cap | 3.65 | 5.98 |
| Mid Cap | 6.04 | 6.72 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.89 | 31.66 |
| Energy | 6.63 | 8.86 |
| Technology | 5.25 | 4.49 |
| Healthcare | 5.88 | 6.29 |
| Industrials | 2.98 | 6.86 |
| Basic Materials | 3.45 | 4.98 |
| Financial Services | 25.71 | 22.39 |
| Consumer Defensive | 3.47 | 2.95 |
| Consumer Cyclical | 6.96 | 6.7 |
| Real Estate | 1.39 | 0.85 |
| Communication Services | 4.17 | 2.63 |
| Utilities | 3.21 | 1.34 |
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