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Axis Equity Saver Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Fund Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹572 Cr ₹968 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 13 Oct 2014 14 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 87% 34.8%
Expense Ratio 1.6 2.26
Manager Dhawal Dalal Hardik Shah
ISIN Code INF843K01KG9 INF846K01VO3
Exits Load Data not available./365 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Month 2.65% 3.01%
6 Month 1.72% -0.6%
1 Year 10.11% 7.86%
3 Year 9.81% 8.96%
5 Year 11.35% 11.81%

SIP Return Analysis

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month 0.86% -0.43%
1 Year 4.4% 0.59%
3 Year 10.41% 9.07%
5 Year 9.82% 8.95%

Rolling Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.68% 8.85%
3 Year 8.78% 8.69%
5 Year 8.77% 8.9%

Risk Management

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.089% 5.953%
Sharp 0.716% 0.249%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Name Dhawal Dalal Hardik Shah
Total AUM ₹25974 Cr ₹0 Cr
Funds Managed 12 12
Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 34.35 31.59
Large Cap 46.78 54.98
Small Cap 6.5 6.67
Mid Cap 12.37 6.77

Sector Allocation

Scheme Name

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 31.74 30.3
Basic Materials 8.54 6.07
Energy 10.61 9.33
Industrials 8.32 6.57
Technology 3.67 6.7
Healthcare 3.58 5.21
Financial Services 17.32 21.62
Consumer Defensive 1.94 3.73
Consumer Cyclical 9.31 5.6
Utilities 2.52 1.53
Real Estate 0.45 0.76
Communication Services 2.02 2.59

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