HDFC Equity Savings Fund vs Edelweiss Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹5584 Cr | ₹572 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹300 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Sep 2004 | 13 Oct 2014 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 27.79% | 87% |
Expense Ratio | 1.89 | 1.6 |
Manager | Anil Bamboli | Dhawal Dalal |
ISIN Code | INF179K01AM7 | INF843K01KG9 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.78% | 1.3% |
6 Month | 1.19% | 2.88% |
1 Year | 6.53% | 9.39% |
3 Year | 10.12% | 10.28% |
5 Year | 13.17% | 11.11% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.88% | 2.4% |
1 Year | 3.54% | 6.98% |
3 Year | 10.13% | 11.38% |
5 Year | 10.68% | 10.41% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.6% | 8.68% |
3 Year | 9.9% | 8.78% |
5 Year | 9.44% | 8.77% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.946% | 4.089% |
Sharp | 0.518% | 0.716% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Dhawal Dalal |
Total AUM | ₹135442 Cr | ₹25974 Cr |
Funds Managed | 12 | 12 |
HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.86 | 34.35 |
Large Cap | 58.5 | 46.78 |
Small Cap | 4.14 | 6.5 |
Mid Cap | 3.5 | 12.37 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.83 | 31.74 |
Energy | 6.35 | 10.61 |
Technology | 5.68 | 3.67 |
Industrials | 5.1 | 8.32 |
Consumer Defensive | 4.67 | 1.94 |
Basic Materials | 3.37 | 8.54 |
Financial Services | 19.87 | 17.32 |
Healthcare | 4.94 | 3.58 |
Consumer Cyclical | 11.74 | 9.31 |
Communication Services | 1.81 | 2.02 |
Utilities | 2.63 | 2.52 |
Real Estate | - | 0.45 |
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