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Edelweiss Equity Savings Fund vs Axis Equity Saver Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹843 Cr | ₹936 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 13 Oct 2014 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 87% | 34.8% |
| Expense Ratio | 1.6 | 2.26 |
| Manager | Dhawal Dalal | Hardik Shah |
| ISIN Code | INF843K01KG9 | INF846K01VO3 |
| Exits Load | Data not available./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.02% | 0.72% |
| 6 Month | 6.62% | 4.99% |
| 1 Year | 7.8% | 3.45% |
| 3 Year | 11.77% | 10.48% |
| 5 Year | 11.03% | 10.45% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.46% | 1.71% |
| 1 Year | 10.67% | 7.19% |
| 3 Year | 11.31% | 9.43% |
| 5 Year | 10.36% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.65% | 8.52% |
| 3 Year | 8.95% | 8.78% |
| 5 Year | 9.11% | 9.07% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.63% | 5.09% |
| Sharp | 1.19% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Hardik Shah |
| Total AUM | ₹25974 Cr | ₹0 Cr |
| Funds Managed | 12 | 12 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39 | 33.07 |
| Large Cap | 39.44 | 54.93 |
| Mid Cap | 15.98 | 6.34 |
| Small Cap | 5.58 | 5.66 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.21 | 30.65 |
| Energy | 6.85 | 8.78 |
| Utilities | 1.54 | 1.29 |
| Technology | 4.12 | 6.52 |
| Healthcare | 4.75 | 6.12 |
| Industrials | 5.88 | 6.62 |
| Basic Materials | 10.82 | 4.69 |
| Financial Services | 18.71 | 22.21 |
| Consumer Defensive | 1.82 | 3.07 |
| Consumer Cyclical | 5.77 | 6.51 |
| Real Estate | 1.53 | 0.87 |
| Communication Services | 5 | 2.66 |
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