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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) | ₹5823 Cr | ₹1028 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 | 0.47% | -0.01% |
| 6 Month | 2.58% | 3.72% |
| 1 Year | 4.98% | 7.74% |
| 3 Year | 9.83% | 10.83% |
| 5 Year | 10.97% | 9.99% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.35% | 1.75% |
| 1 Year | 9.49% | 9.48% |
| 3 Year | 9.37% | 10.7% |
| 5 Year | 9.64% | 10.07% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.37% | 8.65% |
| 3 Year | 9.94% | 9.01% |
| 5 Year | 9.49% | 9.15% |
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 | 33.88 | 40.06 |
| Large Cap | 59.7 | 36.8 |
| Small Cap | 3.77 | 6.44 |
| Mid Cap | 2.66 | 16.7 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.68 | 34.42 |
| Energy | 8.06 | 5.59 |
| Technology | 3.88 | 4.49 |
| Industrials | 7.06 | 4.94 |
| Consumer Defensive | 2.11 | 1.5 |
| Basic Materials | 4.18 | 10.89 |
| Financial Services | 23.7 | 21.45 |
| Real Estate | 1.71 | 1.66 |
| Healthcare | 5.57 | 4.04 |
| Consumer Cyclical | 9.25 | 4.57 |
| Utilities | 2.39 | 1.5 |
| Communication Services | 2.42 | 4.94 |
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