HDFC Equity Savings Fund vs Axis Equity Saver Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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Axis Equity Savings 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	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)	₹5584 Cr	₹968 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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	1.09%	0.55%
6 Month	1.74%	0.37%
1 Year	5.96%	6.31%
3 Year	11.72%	11.39%
5 Year	13.26%	11.72%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	3.65%	2.86%
1 Year	6.3%	4.81%
3 Year	10.28%	10.02%
5 Year	10.58%	9.43%

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%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.946%	5.953%
Sharp	0.518%	0.249%
Beta	-	-
Alpha	-	-

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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

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

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