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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) | ₹5546 Cr | ₹946 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹300 | ₹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 | 0.42% | 0.32% |
| 6 Month | 3.31% | 2.19% |
| 1 Year | 5.91% | 6.08% |
| 3 Year | 11.99% | 11.36% |
| 5 Year | 12.99% | 11.4% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.26% | 2.68% |
| 1 Year | 6.44% | 5.06% |
| 3 Year | 10.43% | 10.24% |
| 5 Year | 10.72% | 9.57% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.52% | 8.73% |
| 3 Year | 9.88% | 8.7% |
| 5 Year | 9.46% | 8.98% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.93% | 5.87% |
| Sharp | 0.85% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.86 | 31.59 |
| Large Cap | 58.5 | 54.98 |
| Small Cap | 4.14 | 6.67 |
| Mid Cap | 3.5 | 6.77 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 30.3 |
| Energy | 6.35 | 9.33 |
| Technology | 5.68 | 6.7 |
| Industrials | 5.1 | 6.57 |
| Consumer Defensive | 4.67 | 3.73 |
| Basic Materials | 3.37 | 6.07 |
| Financial Services | 19.87 | 21.62 |
| Healthcare | 4.94 | 5.21 |
| Consumer Cyclical | 11.74 | 5.6 |
| Communication Services | 1.81 | 2.59 |
| Utilities | 2.63 | 1.53 |
| Real Estate | - | 0.76 |
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