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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) | ₹5904 Cr | ₹1106 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹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 | 0.49% | 0.72% |
| 6 Month | 3.3% | 4.78% |
| 1 Year | 6.72% | 8.64% |
| 3 Year | 10.58% | 11.78% |
| 5 Year | 10.85% | 9.91% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.36% | 1.56% |
| 1 Year | 7.6% | 9.34% |
| 3 Year | 8.93% | 10.82% |
| 5 Year | 9.46% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.35% | 8.62% |
| 3 Year | 9.94% | 9.02% |
| 5 Year | 9.5% | 9.16% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.39% | 3.62% |
| Sharp | 0.70% | 1.08% |
| 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 | 33.64 | 36.42 |
| Large Cap | 60.08 | 41.23 |
| Small Cap | 3.58 | 5.55 |
| Mid Cap | 2.7 | 16.8 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.77 | 33.08 |
| Energy | 8.21 | 6.16 |
| Technology | 4 | 4.83 |
| Industrials | 7.08 | 4.56 |
| Consumer Defensive | 2.07 | 1.71 |
| Basic Materials | 3.85 | 10.77 |
| Financial Services | 23.99 | 21.93 |
| Real Estate | 1.44 | 0.84 |
| Healthcare | 5.8 | 3.43 |
| Consumer Cyclical | 9.22 | 5.42 |
| Utilities | 2.26 | 1.42 |
| Communication Services | 2.32 | 5.86 |
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