Compare Axis Equity Savings Fund vs HSBC Equity Savings Fund
Axis Equity Savings Fund
HybridEquity Savings
HSBC Equity Savings Fund
HybridEquity Savings
Risk
NA
Moderate
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.7
2.4
NAV
₹26.23
₹40.71
Fund Started
27 Jul 2015
27 Sep 2011
Fund Size
₹854.90 Cr
₹1557.92 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
1.19%
4.43%
3 Year
7.55%
11.22%
5 Year
5.81%
9.60%
Equity
34.63%
34.34%
Cash
41.00%
44.58%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.88% |
Reliance Industries Ltd. | 6.41% |
HDFC Bank Ltd. | 5.23% |
Kotak Mahindra Bank Ltd. | 3.19% |
Tata Steel Ltd. | 2.99% |
Bharti Airtel Ltd. | 2.44% |
Nifty Bank | 2.35% |
Hindustan Aeronautics Ltd. | 1.98% |
Larsen & Toubro Ltd. | 1.88% |
Mahindra & Mahindra Ltd. | 1.84% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.78% |
ICICI Bank Ltd. | 3.64% |
Axis Bank Ltd. | 3.45% |
State Bank of India | 3.14% |
Reliance Industries Ltd. | 2.88% |
The Federal Bank Ltd. | 2.55% |
Life Insurance Corporation of India | 2.05% |
Lenskart Solutions Ltd. | 1.89% |
Mahindra & Mahindra Ltd. | 1.80% |
Kotak Mahindra Bank Ltd. | 1.72% |
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
