Edelweiss Equity Savings Fund vs Axis Equity Saver Fund compare

Link copied to clipboard!

tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹539 Cr ₹1020 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 1.59 2.24
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 -0.03% -1.02%
6 Month 2.88% 0.57%
1 Year 11.43% 8.64%
3 Year 9.26% 7.79%
5 Year 10.39% 9.45%

SIP Return Analysis

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 8.93% 5.55%
3 Year 11.58% 10.61%
5 Year 10.76% 10.23%

Rolling Lumpsum Returns

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.56% 8.75%
3 Year 8.69% 8.73%
5 Year 8.49% 8.82%

Risk Management

Scheme Name Edelweiss Equity Savings Fund - Regular Plan - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.86% 5.7%
Sharp 0.63% 0.52%
Beta 0.23% 1.14%
Alpha 1.16% -0.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns17.01%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.12%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns16.77%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns16.19%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.41%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns8.3%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.83%

Compare Now
Request call back
Add to Cart Successfully