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Edelweiss Flexi Cap Fund vs Axis Flexi Cap Fund compare

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Fund Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3073 Cr ₹13276 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Feb 2015 24 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 49% 30%
Expense Ratio 1.96 1.73
Manager Trideep Bhattacharya Shreyash Devalkar
ISIN Code INF843K01KN5 INF846K01B51
Exits Load Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
1 Month 1.32% -0.48%
6 Month 5.07% 0.6%
1 Year 4.93% 1.95%
3 Year 20.2% 15.22%
5 Year 18.62% 12.33%

SIP Return Analysis

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
6 Month 1.83% -2.48%
1 Year 12.67% 4.69%
3 Year 15.95% 11.96%
5 Year 16.48% 11.44%

Rolling Lumpsum Returns

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 11.73% 9.93%
3 Year 15.58% 14.16%
5 Year 15.23% 14.73%

Risk Management

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 13.34% 13.17%
Sharp 0.82% 0.56%
Beta 0.99% 0.96%
Alpha 2.43% -0.88%

Fund Managers

Scheme Name Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Name Trideep Bhattacharya Shreyash Devalkar
Total AUM ₹0 Cr ₹166770 Cr
Funds Managed 9 14
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Axis Flexi Cap Fund - Regular Plan - Growth

Others 8.28 14.45
Large Cap 56.87 54.11
Mid Cap 26.59 19.11
Small Cap 8.25 12.33

Sector Allocation

Scheme Name

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Axis Flexi Cap Fund - Regular Plan - Growth

Others 1.91 7.14
Energy 4.93 -
Industrials 10.94 14.8
Technology 11.8 6.57
Consumer Defensive 5.89 0.2
Consumer Cyclical 12.62 17.25
Basic Materials 6.49 5.74
Healthcare 6.9 8.44
Financial Services 31.92 30.17
Real Estate 1.72 3.33
Communication Services 2.55 5.05
Utilities 2.33 1.31

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