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 | 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 | 2.4% | 2.94% |
6 Month | 0.33% | -2.73% |
1 Year | 9.54% | 6.74% |
3 Year | 9.97% | 8.89% |
5 Year | 11.89% | 12.09% |
SIP Return Analysis
Scheme Name | Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.04% | -0.44% |
1 Year | 5.42% | 1.66% |
3 Year | 10.92% | 9.77% |
5 Year | 10.21% | 9.5% |
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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