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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) | ₹572 Cr | ₹968 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 | 0.8% | 0.55% |
| 6 Month | 2.91% | 0.37% |
| 1 Year | 8.27% | 6.31% |
| 3 Year | 11.77% | 11.39% |
| 5 Year | 11.26% | 11.72% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.03% | 2.86% |
| 1 Year | 7.72% | 4.81% |
| 3 Year | 11.2% | 10.02% |
| 5 Year | 10.25% | 9.43% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.74% | 8.73% |
| 3 Year | 8.85% | 8.7% |
| 5 Year | 8.96% | 8.98% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.089% | 5.953% |
| Sharp | 0.716% | 0.249% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.35 | 31.59 |
| Large Cap | 46.78 | 54.98 |
| Small Cap | 6.5 | 6.67 |
| Mid Cap | 12.37 | 6.77 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.74 | 30.3 |
| Basic Materials | 8.54 | 6.07 |
| Energy | 10.61 | 9.33 |
| Industrials | 8.32 | 6.57 |
| Technology | 3.67 | 6.7 |
| Healthcare | 3.58 | 5.21 |
| Financial Services | 17.32 | 21.62 |
| Consumer Defensive | 1.94 | 3.73 |
| Consumer Cyclical | 9.31 | 5.6 |
| Utilities | 2.52 | 1.53 |
| Real Estate | 0.45 | 0.76 |
| Communication Services | 2.02 | 2.59 |
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