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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) | ₹5663 Cr | ₹670 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 | -0.47% | -0.07% |
| 6 Month | 4.62% | 5.58% |
| 1 Year | 3.6% | 7.67% |
| 3 Year | 10.07% | 10.84% |
| 5 Year | 12.21% | 10.63% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.96% | 2.94% |
| 1 Year | 4.61% | 8.21% |
| 3 Year | 9.04% | 11.01% |
| 5 Year | 9.72% | 10.17% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.44% | 8.7% |
| 3 Year | 9.91% | 8.9% |
| 5 Year | 9.47% | 9.05% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.61% | 3.77% |
| Sharp | 0.81% | 1.15% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.24 | 37.49 |
| Large Cap | 58.36 | 45.42 |
| Small Cap | 4.19 | 6.07 |
| Mid Cap | 3.21 | 11.03 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.27 | 35.46 |
| Energy | 7.86 | 8.83 |
| Technology | 5.66 | 4 |
| Industrials | 6.41 | 6.03 |
| Consumer Defensive | 3.44 | 2.11 |
| Basic Materials | 4.27 | 7.18 |
| Financial Services | 22.52 | 18.41 |
| Real Estate | 1.6 | 0.4 |
| Healthcare | 4.53 | 3.89 |
| Consumer Cyclical | 8.91 | 6.25 |
| Utilities | 2.36 | 1.7 |
| Communication Services | 2.15 | 5.74 |
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