Axis Equity Saver Fund vs HDFC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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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 HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹4611 Cr ₹938 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 08 Jan 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 27.79% 34.8%
Expense Ratio 1.92 2.28
Manager Anil Bamboli Hardik Shah
ISIN Code INF179K01AM7 INF846K01VO3
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Month 1.03% 1.46%
6 Month 7.62% 8.45%
1 Year 18.35% 19.38%
3 Year 11.1% 9.09%
5 Year 12.04% 10.82%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 7.72% 7.28%
3 Year 19.76% 17.31%
5 Year 36.61% 30.32%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Year 11.81% 10.3%
3 Year 28.99% 24.26%
5 Year 38.18% 32.86%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.68% 5.7%
Sharp 0.9% 0.52%
Beta 0.88% 1.14%
Alpha 1.46% -0.71%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Name Anil Bamboli Hardik Shah
Total AUM ₹135442 Cr ₹0 Cr
Fund Manage 12 12
HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.91 32.04
Large Cap 57.84 52.98
Mid Cap 5.2 5.52
Small Cap 4.05 4.15

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 41.4 33.79
Consumer Staples 1.38 1.47
Financial 19.39 22.52
Metals & Mining 1.1 -0.029999999999999
Energy 5.12 5.57
Materials 0.93 0.93
Communication 4.26 5.02
Healthcare 3.01 1.64
Insurance 0.24 0.83
Construction 3.45 2.35
Automobile 2.2 2.93
Services 1.7 0.11
Consumer Discretionary 0.23 0.18
Sovereign 10.69 11.81
Technology 2.48 3.93
Capital Goods 1.76 1.65
Chemicals 0.66 -0.0099999999999999

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