Nippon India Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹481 Cr ₹439 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 May 2015 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 544% 87%
Expense Ratio 1.65 1.56
Manager Anand Devendra Gupta Dhawal Dalal
ISIN Code INF204KA1W02 INF843K01KG9
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month -1.2% -0.9%
6 Month 3.72% 6.89%
1 Year 10.85% 15.24%
3 Year 7.08% 8.71%
5 Year 5.56% 10.5%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.38% 11.83%
3 Year 9.74% 11.97%
5 Year 9.16% 11.08%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 6.7% 8.56%
3 Year 2.98% 8.69%
5 Year 1.86% 8.49%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.11% 3.86%
Sharp 0.23% 0.63%
Beta 0.7% 0.23%
Alpha -0.23% 1.16%

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Fund Managers

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Anand Devendra Gupta Dhawal Dalal
Total AUM ₹12754 Cr ₹25974 Cr
Fund Manage 3 12
Nippon India Equity Savings Fund- Growth Plan- Bonus Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 31.52 35.98
Large Cap 61.97 43.95
Small Cap 1.82 4.55
Mid Cap 4.66 15.51

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 53.87 56.09
Technology 1.75 2.13
Capital Goods 1.38 0.67
Metals & Mining 1.84 0.38
Consumer Staples 1.2 1.65
Chemicals 0 0.47
Communication 1.51 0.96
Construction 1.21 1.57
Automobile 1.2 2.04
Healthcare 0.68 1.85
Financial 16.99 8.36
Materials 1.52 0.9
Energy 2.16 2.58
Sovereign 13.52 15.22
Services 0.96 2.52
Insurance 0.18 -
Textiles - 0.17
Unclassified - 2.43

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