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Axis Equity Saver Fund vs Edelweiss Equity Savings Fund compare
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | -1.26% | -1.97% |
| 6 Month | -0.69% | -2.97% |
| 1 Year | 7.6% | 4.33% |
| 3 Year | 9.64% | 8.5% |
| 5 Year | 10.61% | 9.84% |
SIP Return Analysis
| Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.03% | -2.81% |
| 1 Year | 2.56% | -1.48% |
| 3 Year | 9.85% | 8.56% |
| 5 Year | 9.59% | 8.8% |
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 |
| Fund Manage | 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 | 34.349 | 31.58515 |
| Large Cap | 46.78062 | 54.97812 |
| Small Cap | 6.50039 | 6.66526 |
| Mid Cap | 12.36999 | 6.77145 |
Sector Allocation
| Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.73503 | 30.30116 |
| Basic Materials | 8.53919 | 6.06606 |
| Energy | 10.61142 | 9.33314 |
| Industrials | 8.31883 | 6.56931 |
| Technology | 3.66695 | 6.70154 |
| Healthcare | 3.57695 | 5.21191 |
| Financial Services | 17.31958 | 21.61773 |
| Consumer Defensive | 1.93881 | 3.73232 |
| Consumer Cyclical | 9.3065 | 5.59517 |
| Utilities | 2.52235 | 1.52807 |
| Real Estate | 0.44828 | 0.75848 |
| Communication Services | 2.01611 | 2.58509 |
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