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) | ₹3936 Cr | ₹1028 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 | 0.39% | 0.16% |
| 6 Month | 2.42% | 4.68% |
| 1 Year | 5.27% | 8.09% |
| 3 Year | 10.01% | 10.96% |
| 5 Year | 9.78% | 10.04% |
SIP Return Analysis
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.76% |
| 1 Year | 6.76% | 9.94% |
| 3 Year | 9.26% | 10.82% |
| 5 Year | 9.09% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.46% | 8.65% |
| 3 Year | 8.8% | 9.01% |
| 5 Year | 8.23% | 9.15% |
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 | 0.84% | 1.08% |
| Beta | 0.82% | - |
| Alpha | 0.82% | - |
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 | 33.03 | 40.06 |
| Large Cap | 56.84 | 36.8 |
| Small Cap | 3.67 | 6.44 |
| Mid Cap | 6.46 | 16.7 |
Sector Allocation
| Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.42 | 34.42 |
| Energy | 7.18 | 5.59 |
| Technology | 5.81 | 4.49 |
| Healthcare | 5.64 | 4.04 |
| Industrials | 3.19 | 4.94 |
| Basic Materials | 3.91 | 10.89 |
| Financial Services | 27.41 | 21.45 |
| Consumer Defensive | 3.63 | 1.5 |
| Consumer Cyclical | 5.66 | 4.57 |
| Real Estate | 1.38 | 1.66 |
| Communication Services | 4.6 | 4.94 |
| Utilities | 3.18 | 1.5 |
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