Edelweiss Equity Savings Fund vs Axis Equity Saver 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 Risk | Moderately High Risk |
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 | -0.57% | -1.03% |
6 Month | 0.79% | -1.82% |
1 Year | 8.49% | 5.89% |
3 Year | 9.38% | 8.11% |
5 Year | 10.06% | 8.88% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 5.28% | 1.22% |
3 Year | 10.48% | 9.24% |
5 Year | 10.12% | 9.41% |
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% | 5.701% |
Sharp | 0.716% | 0.366% |
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 | 35.98 | 1.73 |
Large Cap | 43.95 | 55.47 |
Mid Cap | 15.51 | 5.48 |
Small Cap | 4.55 | 6.58 |
Sector Allocation
Scheme Name |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 56.09 | 1.73 |
Financial | 8.36 | - |
Textiles | 0.17 | - |
Automobile | 2.04 | - |
Healthcare | 1.85 | - |
Services | 2.52 | - |
Metals & Mining | 0.38 | - |
Energy | 2.58 | - |
Materials | 0.9 | - |
Capital Goods | 0.67 | - |
Communication | 0.96 | - |
Construction | 1.57 | 3.6 |
Sovereign | 15.22 | - |
Technology | 2.13 | - |
Consumer Staples | 1.65 | - |
Chemicals | 0.47 | - |
Unclassified | 2.43 | - |
Petroleum Products | - | 8.16 |
Electrical Equipment | - | 0.35 |
IT - Software | - | 6.28 |
Auto Components | - | 2.05 |
Cement & Cement Products | - | 1.52 |
Personal Products | - | 0.38 |
Ferrous Metals | - | 2.53 |
Finance | - | 2.56 |
Capital Markets | - | 0.01 |
Healthcare Services | - | 0.94 |
Banks | - | 15.89 |
Diversified FMCG | - | 2.63 |
Non - Ferrous Metals | - | 1.16 |
Pharmaceuticals & Biotechnology | - | 4.21 |
Aerospace & Defense | - | 0.13 |
Automobiles | - | 2.23 |
Commercial Services & Supplies | - | 0.87 |
Insurance | - | 1.57 |
Consumer Durables | - | 1.23 |
Diversified Metals | - | 0.63 |
Oil | - | 0.26 |
Food Products | - | 0.47 |
Power | - | 1.82 |
Realty | - | 0.82 |
Industrial Products | - | 0.16 |
Chemicals & Petrochemicals | - | 0.17 |
Telecom - Services | - | 2.41 |
Leisure Services | - | 0.03 |
Consumable Fuels | - | 0.22 |
Fertilizers & Agrochemicals | - | 0.19 |
Retailing | - | 0.9 |
Beverages | - | 0.86 |
Industrial Manufacturing | - | 0.29 |
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