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) | ₹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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