Edelweiss Equity Savings Fund vs Nippon India Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹481 Cr ₹439 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 May 2015 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 544% 87%
Expense Ratio 1.65 1.56
Manager Anand Devendra Gupta Dhawal Dalal
ISIN Code INF204KA1W02 INF843K01KG9
Exits Load Exit load for units in excess of 10% 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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month -1.26% -1.46%
6 Month 2.95% 5.01%
1 Year 10.49% 13.66%
3 Year 7.3% 8.54%
5 Year 5.4% 10.27%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.38% 11.83%
3 Year 9.74% 11.97%
5 Year 9.16% 11.08%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 6.7% 8.56%
3 Year 2.98% 8.69%
5 Year 1.86% 8.49%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.11% 3.86%
Sharp 0.23% 0.63%
Beta 0.7% 0.23%
Alpha -0.23% 1.16%

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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Anand Devendra Gupta Dhawal Dalal
Total AUM ₹12754 Cr ₹25974 Cr
Fund Manage 3 12
Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 31.52 35.98
Large Cap 61.97 43.95
Small Cap 1.82 4.55
Mid Cap 4.66 15.51

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 53.87 56.09
Technology 1.75 2.13
Capital Goods 1.38 0.67
Metals & Mining 1.84 0.38
Consumer Staples 1.2 1.65
Chemicals 0 0.47
Communication 1.51 0.96
Construction 1.21 1.57
Automobile 1.2 2.04
Healthcare 0.68 1.85
Financial 16.99 8.36
Materials 1.52 0.9
Energy 2.16 2.58
Sovereign 13.52 15.22
Services 0.96 2.52
Insurance 0.18 -
Textiles - 0.17
Unclassified - 2.43

Top Comparisons

FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH

3Y Returns6.29%

VS

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns7.46%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

VS

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns5.98%

Compare Now

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.03%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns15.15%

Compare Now

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns9.18%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns14.29%

Compare Now
Request call back
Add to Cart Successfully