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) | ₹3192 Cr | ₹670 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 | 0.18% | 0.59% |
6 Month | 4.83% | 5.7% |
1 Year | 6.57% | 7.7% |
3 Year | 10.49% | 11.38% |
5 Year | 11.49% | 10.78% |
SIP Return Analysis
Scheme Name | DSP Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.14% | 3.21% |
1 Year | 6.93% | 9.21% |
3 Year | 10.81% | 11.56% |
5 Year | 10.15% | 10.53% |
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 | 3.89% | 3.88% |
Sharp | 1.15% | 1.31% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 33.96 | 37.49 |
Large Cap | 55.42 | 45.42 |
Mid Cap | 6.3 | 11.03 |
Small Cap | 4.32 | 6.07 |
Sector Allocation
Scheme Name |
DSP Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.13 | 33.13 |
Energy | 7.95 | 8.83 |
Technology | 3.32 | 4 |
Healthcare | 5.54 | 3.89 |
Basic Materials | 3.98 | 9.52 |
Consumer Defensive | 2.95 | 2.11 |
Industrials | 3.25 | 6.03 |
Financial Services | 25.58 | 18.41 |
Consumer Cyclical | 8.11 | 6.25 |
Real Estate | 1.43 | 0.4 |
Communication Services | 4.38 | 5.74 |
Utilities | 3.39 | 1.7 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.86%
Bandhan Floater Fund Regular - Growth
3Y Returns7.44%
Nippon India Conservative Hybrid Fund - Regular - Growth
3Y Returns8.92%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.81%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns7.33%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns7.25%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%