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)	₹4611 Cr	₹938 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2004	08 Jan 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	1.92	2.28
Manager	Anil Bamboli	Hardik Shah
ISIN Code	INF179K01AM7	INF846K01VO3
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	-1.95%	-1.75%
6 Month	3.87%	5.29%
1 Year	14.02%	14.89%
3 Year	9.39%	7.49%
5 Year	10.97%	9.7%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.47%	11.81%
3 Year	12.22%	12.01%
5 Year	12.39%	11.12%

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	31.73	32.04
Large Cap	56.66	52.98
Mid Cap	6.39	5.52
Small Cap	5.22	4.15

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Axis Equity Savings Fund - Regular Plan - Growth
Others	31.73	33.79
Petroleum Products	2.82	-
IT - Software	3.06	-
Construction	1.79	2.35
Finance	1.58	-
Ferrous Metals	2.51	-
Diversified FMCG	2.24	-
Non - Ferrous Metals	0.6	-
Banks	18.84	-
Realty	1.58	-
Pharmaceuticals & Biotechnology	5.1	-
Automobiles	5.46	-
Aerospace & Defense	0.42	-
Cement & Cement Products	0.36	-
Fertilizers & Agrochemicals	0.51	-
Power	3.48	-
Insurance	1.32	0.83
Entertainment	0.22	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.97	-
Oil	0.36	-
Consumer Durables	3.57	-
Telecom - Services	1.57	-
Auto Components	0.83	-
Healthcare Services	0.53	-
Chemicals & Petrochemicals	0.19	-
Transport Infrastructure	2.77	-
Consumable Fuels	0.48	-
Beverages	4.09	-
Financial	-	22.52
Technology	-	3.93
Services	-	0.11
Consumer Staples	-	1.47
Healthcare	-	1.64
Energy	-	5.57
Consumer Discretionary	-	0.18
Communication	-	5.02
Metals & Mining	-	-0.029999999999999
Automobile	-	2.93
Capital Goods	-	1.65
Chemicals	-	-0.0099999999999999
Materials	-	0.93
Sovereign	-	11.81