- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Equity Savings Fund vs Axis Equity Saver Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹5584 Cr | ₹968 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 | 2.26 |
| 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 | 3.2% | 3.01% |
| 6 Month | -0.26% | -0.6% |
| 1 Year | 6.73% | 7.86% |
| 3 Year | 9.46% | 8.96% |
| 5 Year | 13.33% | 11.81% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | -0.43% |
| 1 Year | 0.41% | 0.59% |
| 3 Year | 8.97% | 9.07% |
| 5 Year | 10.01% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 8.85% |
| 3 Year | 9.9% | 8.69% |
| 5 Year | 9.44% | 8.9% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.946% | 5.953% |
| Sharp | 0.518% | 0.249% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 33.86 | 31.59 |
| Large Cap | 58.5 | 54.98 |
| Small Cap | 4.14 | 6.67 |
| Mid Cap | 3.5 | 6.77 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 30.3 |
| Energy | 6.35 | 9.33 |
| Technology | 5.68 | 6.7 |
| Industrials | 5.1 | 6.57 |
| Consumer Defensive | 4.67 | 3.73 |
| Basic Materials | 3.37 | 6.07 |
| Financial Services | 19.87 | 21.62 |
| Healthcare | 4.94 | 5.21 |
| Consumer Cyclical | 11.74 | 5.6 |
| Communication Services | 1.81 | 2.59 |
| Utilities | 2.63 | 1.53 |
| Real Estate | - | 0.76 |
Top Comparisons
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.49%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.49%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns9.45%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns9.72%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.91%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.55%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns13.79%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns12.97%
