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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) | ₹5691 Cr | ₹750 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 | 1.32% | 1.29% |
| 6 Month | 7.33% | 8.04% |
| 1 Year | 3.43% | 6.82% |
| 3 Year | 10.25% | 11.24% |
| 5 Year | 12.34% | 10.75% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.09% | 3.05% |
| 1 Year | 7.47% | 10.71% |
| 3 Year | 9.55% | 11.54% |
| 5 Year | 9.91% | 10.46% |
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 | 4.58% | 3.74% |
| Sharp | 0.65% | 1.04% |
| 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 | 35.64 | 42.26 |
| Large Cap | 57.43 | 40.35 |
| Small Cap | 4.15 | 5.59 |
| Mid Cap | 2.78 | 11.8 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.83 | 37.57 |
| Energy | 7.12 | 7.34 |
| Technology | 5.11 | 2.88 |
| Industrials | 5.99 | 4.85 |
| Consumer Defensive | 2.99 | 1.95 |
| Basic Materials | 3.24 | 7.08 |
| Financial Services | 22.94 | 18.61 |
| Real Estate | 1.6 | 1.53 |
| Healthcare | 5.59 | 4.36 |
| Consumer Cyclical | 9.21 | 6.32 |
| Utilities | 2.35 | 1.78 |
| Communication Services | 2.03 | 5.73 |
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