HDFC Equity Savings Fund vs Edelweiss Equity Savings Fund compare

HDFC Equity Savings Fund - GROWTH PLAN

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Overview

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹4611 Cr	₹439 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Sep 2004	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	27.79%	87%
Expense Ratio	1.92	1.56
Manager	Anil Bamboli	Dhawal Dalal
ISIN Code	INF179K01AM7	INF843K01KG9
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 of 0.25%, if redeemed within 30 days./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	-1.95%	-1.46%
6 Month	3.87%	5.01%
1 Year	14.02%	13.66%
3 Year	9.39%	8.54%
5 Year	10.97%	10.27%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	10.47%	11.83%
3 Year	12.22%	11.97%
5 Year	12.39%	11.08%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	8.56%	8.56%
3 Year	9.9%	8.69%
5 Year	9.43%	8.49%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.68%	3.86%
Sharp	0.9%	0.63%
Beta	0.88%	0.23%
Alpha	1.46%	1.16%

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Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name	Anil Bamboli	Dhawal Dalal
Total AUM	₹135442 Cr	₹25974 Cr
Fund Manage	12	12
	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.73	35.98
Large Cap	56.66	43.95
Mid Cap	6.39	15.51
Small Cap	5.22	4.55

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	31.73	56.09
Petroleum Products	2.82	-
IT - Software	3.06	-
Construction	1.79	1.57
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	-
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	-	8.36
Textiles	-	0.17
Automobile	-	2.04
Healthcare	-	1.85
Services	-	2.52
Metals & Mining	-	0.38
Energy	-	2.58
Materials	-	0.9
Capital Goods	-	0.67
Communication	-	0.96
Sovereign	-	15.22
Technology	-	2.13
Consumer Staples	-	1.65
Chemicals	-	0.47
Unclassified	-	2.43