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) | ₹3501 Cr | ₹750 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 | 0.52% | 1.22% |
6 Month | 4.94% | 7.96% |
1 Year | 4.34% | 6.78% |
3 Year | 9.87% | 10.95% |
5 Year | 10.77% | 10.77% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.13% | 3.05% |
1 Year | 6.01% | 10.71% |
3 Year | 9.86% | 11.54% |
5 Year | 9.46% | 10.46% |
Rolling Lumpsum Returns
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.8% | 8.7% |
3 Year | 8.61% | 8.9% |
5 Year | 8.09% | 9.05% |
Risk Management
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 3.82% | 3.74% |
Sharp | 0.72% | 1.04% |
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 | 36.3 | 42.26 |
Large Cap | 54.14 | 40.35 |
Mid Cap | 5.72 | 11.8 |
Small Cap | 3.84 | 5.59 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.36 | 37.57 |
Energy | 6.79 | 7.34 |
Technology | 4.25 | 2.88 |
Healthcare | 6.01 | 4.36 |
Basic Materials | 3.59 | 7.08 |
Consumer Defensive | 2.7 | 1.95 |
Industrials | 3.05 | 4.85 |
Financial Services | 25.73 | 18.61 |
Consumer Cyclical | 7.5 | 6.32 |
Real Estate | 1.29 | 1.53 |
Communication Services | 3.63 | 5.73 |
Utilities | 3.09 | 1.78 |
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