Axis Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹968 Cr | ₹249 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 2015 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 34.8% | 486% |
Expense Ratio | 2.26 | 2.48 |
Manager | Hardik Shah | Miten Vora |
ISIN Code | INF846K01VO3 | INF955L01II9 |
Exits Load | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.31% | 1.56% |
6 Month | 1.36% | 1.49% |
1 Year | 7.6% | 7.19% |
3 Year | 9.73% | 9.62% |
5 Year | 12.09% | 9.59% |
SIP Return Analysis
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.7% | 2.07% |
1 Year | 3.75% | 4.61% |
3 Year | 10.38% | 10.03% |
5 Year | 9.74% | 8.94% |
Rolling Lumpsum Returns
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.85% | 9.78% |
3 Year | 8.69% | 7.92% |
5 Year | 8.9% | 9.26% |
Risk Management
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 5.953% | 4.909% |
Sharp | 0.249% | 0.464% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Hardik Shah | Miten Vora |
Total AUM | ₹0 Cr | ₹6478 Cr |
Funds Managed | 12 | 6 |
Axis Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.59 | 31.01 |
Large Cap | 54.98 | 53.66 |
Small Cap | 6.67 | 6.42 |
Mid Cap | 6.77 | 8.91 |
Sector Allocation
Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 30.3 | 29.93 |
Energy | 9.33 | 5.99 |
Industrials | 6.57 | 8.08 |
Technology | 6.7 | 6.16 |
Consumer Cyclical | 5.6 | 9.85 |
Basic Materials | 6.07 | 5.74 |
Healthcare | 5.21 | 3.53 |
Financial Services | 21.62 | 19.19 |
Consumer Defensive | 3.73 | 2.86 |
Utilities | 1.53 | 4.9 |
Real Estate | 0.76 | 1.95 |
Communication Services | 2.59 | 1.83 |
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