HDFC Equity Savings Fund vs Axis Equity Saver Fund compare

HDFC Equity Savings Fund - GROWTH PLAN

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Axis Equity Savings Fund - Regular Plan - Growth

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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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	-0.82%	-1.02%
6 Month	0.13%	0.57%
1 Year	8.19%	8.64%
3 Year	9.12%	7.79%
5 Year	10.73%	9.45%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	3.87%	5.55%
3 Year	10.37%	10.61%
5 Year	11.25%	10.23%

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%

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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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

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

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