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

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹3773 Cr ₹947 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 28 Mar 2016 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 444% 87%
Expense Ratio 1.32 1.6
Manager Kedar Karnik Dhawal Dalal
ISIN Code INF740KA1439 INF843K01KG9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.8% 1.3%
6 Month 2.1% 5.91%
1 Year 4.98% 8.99%
3 Year 9.89% 11.28%
5 Year 10.7% 11%

SIP Return Analysis

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 0.39% 1.45%
1 Year 4.44% 8.36%
3 Year 8.82% 10.43%
5 Year 8.87% 9.92%

Rolling Lumpsum Returns

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 8.66% 8.65%
3 Year 8.68% 8.95%
5 Year 8.16% 9.11%

Risk Management

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 3.65% 3.62%
Sharp 0.83% 1.19%
Beta - -
Alpha - -

Fund Managers

Scheme Name DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Kedar Karnik Dhawal Dalal
Total AUM ₹32997 Cr ₹25974 Cr
Funds Managed 11 12
DSP Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 34.83 39.96
Large Cap 55.48 38.37
Small Cap 3.65 5.95
Mid Cap 6.04 15.73

Sector Allocation

Scheme Name

DSP Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 30.89 33.74
Energy 6.63 6.58
Technology 5.25 3.57
Healthcare 5.88 4.23
Industrials 2.98 5.32
Basic Materials 3.45 11.22
Financial Services 25.71 20.47
Consumer Defensive 3.47 1.57
Consumer Cyclical 6.96 5.08
Real Estate 1.39 1.31
Communication Services 4.17 4.96
Utilities 3.21 1.98

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