Edelweiss Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹947 Cr | ₹265 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 87% | 486% |
| Expense Ratio | 1.6 | 2.48 |
| Manager | Dhawal Dalal | Miten Vora |
| ISIN Code | INF843K01KG9 | INF955L01II9 |
| Exits Load | Data not available./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.3% | 2.07% |
| 6 Month | 5.91% | 5.2% |
| 1 Year | 8.99% | 6.68% |
| 3 Year | 11.28% | 9.99% |
| 5 Year | 11% | 8.6% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 0.43% |
| 1 Year | 8.41% | 5.84% |
| 3 Year | 10.52% | 8.65% |
| 5 Year | 9.95% | 8.48% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.65% | 9.07% |
| 3 Year | 8.95% | 8.23% |
| 5 Year | 9.11% | 9.19% |
Risk Management
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.62% | 4.99% |
| Sharp | 1.19% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhawal Dalal | Miten Vora |
| Total AUM | ₹25974 Cr | ₹6478 Cr |
| Funds Managed | 12 | 6 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 39.96 | 35.82 |
| Large Cap | 38.37 | 48.21 |
| Mid Cap | 15.73 | 10.7 |
| Small Cap | 5.95 | 5.28 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.74 | 28.2 |
| Energy | 6.58 | 3.93 |
| Utilities | 1.98 | 5.78 |
| Technology | 3.57 | 3.89 |
| Healthcare | 4.23 | 3.44 |
| Industrials | 5.32 | 8.55 |
| Basic Materials | 11.22 | 7.62 |
| Financial Services | 20.47 | 18.8 |
| Consumer Defensive | 1.57 | 2.6 |
| Consumer Cyclical | 5.08 | 7.39 |
| Real Estate | 1.31 | 6.02 |
| Communication Services | 4.96 | 3.77 |
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