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

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹4611 Cr ₹439 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Sep 2004 05 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 27.79% 87%
Expense Ratio 1.92 1.56
Manager Anil Bamboli Dhawal Dalal
ISIN Code INF179K01AM7 INF843K01KG9
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 of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 1.03% 1.46%
6 Month 7.62% 8.36%
1 Year 18.35% 17.47%
3 Year 11.1% 9.74%
5 Year 12.04% 11.2%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.72% 7.57%
3 Year 19.76% 18.17%
5 Year 36.61% 31.29%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 11.81% 10.33%
3 Year 28.99% 24.66%
5 Year 38.18% 33.06%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.68% 3.86%
Sharp 0.9% 0.76%
Beta 0.88% 0.73%
Alpha 1.46% 0.63%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Anil Bamboli Dhawal Dalal
Total AUM ₹135442 Cr ₹25974 Cr
Fund Manage 12 12
HDFC Equity Savings Fund - GROWTH PLAN Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.91 35.98
Large Cap 57.84 43.95
Mid Cap 5.2 15.51
Small Cap 4.05 4.55

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 41.4 56.09
Financial 19.39 8.36
Consumer Staples 1.38 1.65
Automobile 2.2 2.04
Consumer Discretionary 0.23 -
Sovereign 10.69 15.22
Services 1.7 2.52
Construction 3.45 1.57
Communication 4.26 0.96
Metals & Mining 1.1 0.38
Technology 2.48 2.13
Energy 5.12 2.58
Healthcare 3.01 1.85
Capital Goods 1.76 0.67
Materials 0.93 0.9
Insurance 0.24 -
Chemicals 0.66 0.47
Unclassified - 2.43
Textiles - 0.17

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