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) | ₹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 | - | - |
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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 |
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