HDFC Equity Savings Fund vs Axis Equity Saver Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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

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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 Axis Equity Savings Fund - Regular Plan - Growth
Fund HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5463 Cr ₹1020 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹300 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Sep 2004 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 27.79% 34.8%
Expense Ratio 1.89 2.24
Manager Anil Bamboli Hardik Shah
ISIN Code INF179K01AM7 INF846K01VO3
Exits Load HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Month 0.47% 0.89%
6 Month 2.55% 3.97%
1 Year 10.88% 11.35%
3 Year 10.11% 8.44%
5 Year 11.05% 9.82%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 6.82% 8.56%
3 Year 11.37% 11.55%
5 Year 11.89% 10.86%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.56% 8.75%
3 Year 9.9% 8.73%
5 Year 9.43% 8.82%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.68% 5.7%
Sharp 0.9% 0.52%
Beta 0.88% 1.14%
Alpha 1.46% -0.71%

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Fund Managers

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth
Name Anil Bamboli Hardik Shah
Total AUM ₹135442 Cr ₹0 Cr
Fund Manage 12 12
HDFC Equity Savings Fund - GROWTH PLAN Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 65.48 1.73
Large Cap 57.55 55.47
Mid Cap 5.1 5.48
Small Cap 5.25 6.58

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Axis Equity Savings Fund - Regular Plan - Growth

Others 65.48 1.73
Petroleum Products 2.86 8.16
IT - Software 3.63 6.28
Construction 1.99 3.6
Finance 1.26 2.56
Ferrous Metals 2.22 2.53
Diversified FMCG 2.02 2.63
Non - Ferrous Metals 0.53 1.16
Banks 19.19 15.89
Realty 1.57 0.82
Pharmaceuticals & Biotechnology 4.99 4.21
Automobiles 7.11 2.23
Aerospace & Defense 0.39 0.13
Cement & Cement Products 0.32 1.52
Fertilizers & Agrochemicals 0.57 0.19
Power 3.39 1.82
Insurance 1.72 1.57
Entertainment 0.2 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.08 -
Oil 0.32 0.26
Consumer Durables 3.02 1.23
Telecom - Services 1.67 2.41
Auto Components 0.74 2.05
Healthcare Services 0.52 0.94
Chemicals & Petrochemicals 0.18 0.17
Transport Infrastructure 2.52 -
Consumable Fuels 0.41 0.22
Paper, Forest & Jute Products 0.25 -
Beverages 3.21 0.86
Electrical Equipment - 0.35
Personal Products - 0.38
Capital Markets - 0.01
Commercial Services & Supplies - 0.87
Diversified Metals - 0.63
Food Products - 0.47
Industrial Products - 0.16
Leisure Services - 0.03
Retailing - 0.9
Industrial Manufacturing - 0.29

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