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HDFC Equity Savings Fund vs Axis Equity Saver Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5904 Cr | ₹931 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Sep 2004 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 34.8% |
| Expense Ratio | 1.89 | 2.26 |
| Manager | Anil Bamboli | Hardik Shah |
| ISIN Code | INF179K01AM7 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.18% | - |
| 6 Month | 2.31% | 2.03% |
| 1 Year | 6.86% | 5.26% |
| 3 Year | 10.09% | 10.15% |
| 5 Year | 10.2% | 8.35% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.54% | 1.17% |
| 1 Year | 7.46% | 6.42% |
| 3 Year | 8.52% | 8.35% |
| 5 Year | 9.14% | 8.42% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.33% | 8.33% |
| 3 Year | 9.94% | 8.84% |
| 5 Year | 9.5% | 9.11% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 5.7% |
| Sharp | 0.97% | 0.86% |
| Beta | 1% | 1.13% |
| Alpha | 0.14% | -0.34% |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Hardik Shah |
| Total AUM | ₹135442 Cr | ₹0 Cr |
| Funds Managed | 12 | 12 |
| HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.64 | 30.77 |
| Large Cap | 60.08 | 54.89 |
| Small Cap | 3.58 | 7.42 |
| Mid Cap | 2.7 | 6.92 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.77 | 28.16 |
| Energy | 8.21 | 10.23 |
| Technology | 4 | 3.38 |
| Industrials | 7.08 | 6.92 |
| Consumer Defensive | 2.07 | 2.86 |
| Basic Materials | 3.85 | 4.95 |
| Financial Services | 23.99 | 24.21 |
| Real Estate | 1.44 | 1.4 |
| Healthcare | 5.8 | 6.18 |
| Consumer Cyclical | 9.22 | 7.92 |
| Utilities | 2.26 | 0.78 |
| Communication Services | 2.32 | 2.99 |
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