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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) | ₹5691 Cr | ₹939 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 | 1.32% | 1.45% |
| 6 Month | 7.33% | 6.94% |
| 1 Year | 3.43% | 2.81% |
| 3 Year | 10.25% | 9.91% |
| 5 Year | 12.34% | 10.57% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.09% | 2.15% |
| 1 Year | 7.47% | 6.81% |
| 3 Year | 9.55% | 9.64% |
| 5 Year | 9.91% | 9.07% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 8.63% |
| 3 Year | 9.91% | 8.73% |
| 5 Year | 9.47% | 9.04% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.58% | 5.25% |
| Sharp | 0.65% | 0.46% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.64 | 33.07 |
| Large Cap | 57.43 | 54.93 |
| Small Cap | 4.15 | 5.66 |
| Mid Cap | 2.78 | 6.34 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.83 | 30.65 |
| Energy | 7.12 | 8.78 |
| Technology | 5.11 | 6.52 |
| Industrials | 5.99 | 6.62 |
| Consumer Defensive | 2.99 | 3.07 |
| Basic Materials | 3.24 | 4.69 |
| Financial Services | 22.94 | 22.21 |
| Real Estate | 1.6 | 0.87 |
| Healthcare | 5.59 | 6.12 |
| Consumer Cyclical | 9.21 | 6.51 |
| Utilities | 2.35 | 1.29 |
| Communication Services | 2.03 | 2.66 |
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