DSP Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹2417 Cr | ₹572 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 | 0.5% | 0.8% |
6 Month | 2.61% | 2.91% |
1 Year | 9.56% | 8.27% |
3 Year | 11.37% | 11.77% |
5 Year | 12.4% | 11.26% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.92% | 3.03% |
1 Year | 7.43% | 7.72% |
3 Year | 10.99% | 11.2% |
5 Year | 10.26% | 10.25% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.82% | 8.74% |
3 Year | 8.5% | 8.85% |
5 Year | 8.01% | 8.96% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.11% | 4.089% |
Sharp | 0.656% | 0.716% |
Beta | - | - |
Alpha | - | - |
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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 | 29.62 | 34.35 |
Large Cap | 57.12 | 46.78 |
Mid Cap | 8.16 | 12.37 |
Small Cap | 5.11 | 6.5 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.99 | 31.74 |
Energy | 8.65 | 10.61 |
Industrials | 4.1 | 8.32 |
Technology | 2.74 | 3.67 |
Healthcare | 3.9 | 3.58 |
Basic Materials | 4.98 | 8.54 |
Consumer Defensive | 2.23 | 1.94 |
Financial Services | 27.81 | 17.32 |
Consumer Cyclical | 8.74 | 9.31 |
Communication Services | 5.01 | 2.02 |
Utilities | 3.65 | 2.52 |
Real Estate | 0.2 | 0.45 |
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