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Edelweiss Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5739 Cr | ₹947 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹300 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 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 | 27.79% | 87% |
| Expense Ratio | 1.89 | 1.6 |
| Manager | Anil Bamboli | Dhawal Dalal |
| ISIN Code | INF179K01AM7 | INF843K01KG9 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.29% | 1.3% |
| 6 Month | 4.25% | 5.91% |
| 1 Year | 5.5% | 8.99% |
| 3 Year | 10.2% | 11.28% |
| 5 Year | 12.67% | 11% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.87% | 1.46% |
| 1 Year | 6.17% | 8.41% |
| 3 Year | 8.61% | 10.52% |
| 5 Year | 9.27% | 9.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.4% | 8.65% |
| 3 Year | 9.93% | 8.95% |
| 5 Year | 9.48% | 9.11% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 3.62% |
| Sharp | 0.76% | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Dhawal Dalal |
| Total AUM | ₹135442 Cr | ₹25974 Cr |
| Funds Managed | 12 | 12 |
| HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.16 | 39.96 |
| Large Cap | 59.11 | 38.37 |
| Small Cap | 4.09 | 5.95 |
| Mid Cap | 2.64 | 15.73 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.01 | 33.74 |
| Energy | 7.59 | 6.58 |
| Technology | 4.33 | 3.57 |
| Industrials | 7.18 | 5.32 |
| Consumer Defensive | 2.47 | 1.57 |
| Basic Materials | 4.3 | 11.22 |
| Financial Services | 23.22 | 20.47 |
| Real Estate | 1.72 | 1.31 |
| Healthcare | 5.45 | 4.23 |
| Consumer Cyclical | 9.08 | 5.08 |
| Utilities | 2.41 | 1.98 |
| Communication Services | 2.24 | 4.96 |
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