Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Equity Savings Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5546 Cr ₹639 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 1.19% 1.89%
6 Month 3.56% 3.91%
1 Year 5.64% 8.89%
3 Year 11.95% 12.33%
5 Year 12.97% 11.32%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 4.07% 4.45%
1 Year 7.89% 10.83%
3 Year 10.54% 12.03%
5 Year 10.73% 10.79%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 8.52% 8.74%
3 Year 9.88% 8.85%
5 Year 9.46% 8.96%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.93% 4.10%
Sharp 0.85% 1.04%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 31.96 36.56
Large Cap 60.75 48.39
Small Cap 4.21 6.19
Mid Cap 3.07 8.86

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 29.73 33.68
Energy 7.62 9.18
Technology 5.46 3.38
Industrials 6.9 6.32
Consumer Defensive 3.76 2.76
Basic Materials 4.9 9.91
Financial Services 22.53 18.57
Real Estate 1.6 0.4
Healthcare 4.52 3.81
Consumer Cyclical 8.74 5.38
Utilities 2.21 2.19
Communication Services 2.04 4.41

Top Comparisons

Aditya Birla Sun Life Large Cap Fund-Growth Aditya Birla Sun Life Large Cap Fund-Growth

3Y Returns20%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns18.95%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns21.03%

VS

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns27.27%

Compare Now

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns23.67%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns22.55%

Compare Now

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns18.63%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully