Edelweiss Equity Savings Fund vs HDFC Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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)	₹5904 Cr	₹1106 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	0.75%	0.91%
6 Month	3.12%	3.72%
1 Year	6.47%	7.6%
3 Year	10.27%	11.4%
5 Year	10.7%	9.81%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	2.27%	2.15%
1 Year	9.23%	10.13%
3 Year	9.14%	10.75%
5 Year	9.51%	10.16%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	8.33%	8.62%
3 Year	9.94%	9.03%
5 Year	9.5%	9.18%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.68%	3.86%
Sharp	0.9%	1.32%
Beta	1%	0.74%
Alpha	0.18%	2%

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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	63.71	-7.85
Large Cap	62.84	42.87
Small Cap	3.59	6.83
Mid Cap	1.8	16.94

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	61.67	-8.01
Petroleum Products	6.95	5.8
IT - Software	4.01	3.43
Construction	4.27	0.97
Diversified FMCG	1.19	0.61
Non - Ferrous Metals	1.19	1.65
Banks	20.2	17.77
Realty	1.44	0.84
Pharmaceuticals & Biotechnology	5.37	2.27
Automobiles	5.11	1.55
Cement & Cement Products	1.23	2.84
Ferrous Metals	0.43	1.21
Fertilizers & Agrochemicals	0.45	3.36
Power	2.1	1.15
Insurance	2.01	0.83
Industrial Products	0.18	1
Entertainment	0.13	-
Agricultural Food & other Products	0.01	0.3
Oil	0.62	0.05
Consumer Durables	3.54	1.03
Food Products	0.07	0.23
Finance	1.79	2.24
Telecom - Services	2.19	5.86
Auto Components	0.6	0.87
Healthcare Services	0.44	1.15
Chemicals & Petrochemicals	0.1	0.6
Transport Infrastructure	2.63	1.58
Consumable Fuels	0.64	0.02
Retailing	0.02	1.35
Paper, Forest & Jute Products	0.23	-
Textiles & Apparels	0.17	0.16
Gas	0.17	0.11
Beverages	0.79	0.41
Financial Technology (Fintech)	-	0.38
Leisure Services	-	0.37
Aerospace & Defense	-	0.72
Electrical Equipment	-	0.79
Other Consumer Services	-	0.17
Commercial Services & Supplies	-	0.08
Capital Markets	-	1.04
IT - Services	-	0.07
Diversified Metals	-	0.45
Industrial Manufacturing	-	0.36
Metals & Minerals Trading	-	0.29
Minerals & Mining	-	0.68
Transport Services	-	0.16