Compare Axis Equity Savings Fund vs HSBC Equity Savings Fund
Risk | NA | NA |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.27 | 1.52 |
NAV | ₹22.62 | ₹33.88 |
Fund Started | 27 Jul 2015 | 27 Sep 2011 |
Fund Size | ₹926.78 Cr | ₹785.83 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months. | Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month. |
Risk
NA
NA
Rating
2.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.27
1.52
NAV
₹22.62
₹33.88
Fund Started
27 Jul 2015
27 Sep 2011
Fund Size
₹926.78 Cr
₹785.83 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months.
Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.
1 Year | 5.92% | 2.90% |
3 Year | 10.02% | 13.11% |
5 Year | 8.40% | 10.95% |
1 Year
5.92%
2.90%
3 Year
10.02%
13.11%
5 Year
8.40%
10.95%
Equity | 38.69% | 36.48% |
Cash | 36.74% | 37.15% |
Equity
38.69%
36.48%
Cash
36.74%
37.15%
Top 10 Holdings |
|
|
Top 10 Holdings
Reliance Industries Ltd. | 9.98% |
HDFC Bank Ltd. | 9.21% |
ICICI Bank Ltd. | 4.71% |
Nifty Bank | 3.39% |
Larsen & Toubro Ltd. | 3.20% |
Bharti Airtel Ltd. | 2.66% |
Tata Steel Ltd. | 2.40% |
Kotak Mahindra Bank Ltd. | 2.28% |
Mahindra & Mahindra Ltd. | 2.11% |
Eternal Ltd. | 1.96% |
Bharti Airtel Ltd. | 4.95% |
Eternal Ltd. | 3.36% |
ICICI Bank Ltd. | 3.01% |
JIO Financial Services Ltd. | 2.99% |
State Bank of India | 2.96% |
FSN E-Commerce Ventures Ltd. | 2.70% |
Larsen & Toubro Ltd. | 2.60% |
Aditya Infotech Ltd. | 2.42% |
Bharat Electronics Ltd. | 2.24% |
Axis Bank Ltd. | 2.15% |
Name | - | - |
Start Date | - | - |
Name
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Start Date
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Description | The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. | The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. |
Launch Date | 27 Jul 2015 | 27 Sep 2011 |
Description
The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments.
The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
Launch Date
27 Jul 2015
27 Sep 2011