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 | 1.24% | 1.19% |
6 Month | 4.06% | 2.88% |
1 Year | 6.41% | 6.13% |
3 Year | 12.14% | 11.57% |
5 Year | 13.07% | 11.46% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.32% | 3.71% |
1 Year | 8.22% | 6.7% |
3 Year | 10.94% | 10.7% |
5 Year | 10.98% | 9.83% |
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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