Axis Equity Savings Fund vs Edelweiss Equity Savings Fund
Axis Equity Savings Fund (Direct) and Edelweiss Equity Savings Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Equity Savings schemes — see the best equity savings mutual funds for the full ranking.
Head to head
NAVs as of 29 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 28 Nov 2016 – 29 Oct 2026, limited by Edelweiss Equity Savings Fund. Every series is rebased to ₹100 at the start of this window.
View as table
| Date | Axis Equity Savings Fund | Edelweiss Equity Savings Fund |
|---|---|---|
| 28 Nov 2016 | ₹100.00 | ₹100.00 |
| 26 Sep 2017 | ₹111.88 | ₹111.27 |
| 25 Jul 2018 | ₹123.86 | ₹121.68 |
| 23 May 2019 | ₹128.99 | ₹126.12 |
| 19 Mar 2020 | ₹118.63 | ₹124.08 |
| 15 Jan 2021 | ₹153.04 | ₹152.53 |
| 13 Nov 2021 | ₹176.43 | ₹171.89 |
| 11 Sep 2022 | ₹176.14 | ₹175.66 |
| 10 Jul 2023 | ₹187.17 | ₹188.19 |
| 07 May 2024 | ₹212.45 | ₹213.24 |
| 04 Mar 2025 | ₹222.81 | ₹227.66 |
| 31 Dec 2025 | ₹246.01 | ₹253.90 |
| 29 Oct 2026 | ₹250.19 | ₹265.46 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
- 34 stocks only in Axis Equity Savings Fund
- 57 stocks in both — 40.9% of each portfolio by weight
- 75 stocks only in Edelweiss Equity Savings Fund
The more the circles overlap, the more the funds hold the same stocks.
Axis Equity Savings Fund and Edelweiss Equity Savings Fund share 41% of their equity book by weight.
Shared holdings — Axis Equity Savings Fund vs Edelweiss Equity Savings Fund
| Stock | Axis Equity Savings Fund | Edelweiss Equity Savings Fund | |
|---|---|---|---|
| HDFC Bank Limited | 7.37% | 7.45% | 7.37% |
| ICICI Bank Limited | 9.70% | 5.03% | 5.03% |
| Reliance Industries Limited | 9.03% | 4.20% | 4.20% |
| Bharti Airtel Limited | 3.44% | 4.71% | 3.44% |
| Kotak Mahindra Bank Limited | 4.50% | 1.27% | 1.27% |
| RBL Bank Limited | 1.45% | 1.03% | 1.03% |
| Mahindra & Mahindra Limited | 2.59% | 0.99% | 0.99% |
| State Bank of India | 1.17% | 0.99% | 0.99% |
| Ambuja Cements Limited | 0.97% | 1.02% | 0.97% |
| Bajaj Finance Limited | 1.40% | 0.94% | 0.94% |
| Eternal Limited | 0.92% | 1.17% | 0.92% |
| Divi's Laboratories Limited | 0.87% | 1.00% | 0.87% |
| Titan Company Limited | 1.17% | 0.81% | 0.81% |
| Sudeep Pharma Limited | 0.78% | 0.72% | 0.72% |
| ITC Limited | 0.79% | 0.68% | 0.68% |
42 more stocks in common. 57 shared of 91 / 132 positions. Weights are shown as a share of each fund's equity book.
| Metric | Axis · Direct NAV ₹26.32 Moderately High risk ★★★☆☆ | Edelweiss · Direct NAV ₹30.26 Moderately High risk ★★★★★ | Category median Equity Savings · 23 funds |
|---|---|---|---|
| +2.33% | +5.28%Best in row | +1.81% | |
| +9.36% | +10.95%Best in row | +8.30% | |
| +7.48% | +9.35%Best in row | +7.48% | |
| +9.29% | — | +8.33% | |
| +9.01% | +10.35% | +8.81% | |
| +7.99% | +9.94%Best in row | — | |
| +10.09% | +10.69%Best in row | +10.00% | |
| +10.18% | +10.64%Best in row | +10.11% | |
| +9.75% | — | +8.92% | |
| Risk | |||
| 5.25% | 3.98%Best in row | 4.75% | |
| 0.55 | 1.12Best in row | 0.38 | |
| 0.74 | 1.56Best in row | 0.53 | |
| -17.56% | -9.50% | -16.24% | |
| 1.56% | 1.08%Best in row | 1.28% | |
| ₹880.97Cr | ₹1,592Cr | ₹832.66Cr | |
| Up to 1.00% | Up to 0.25% | — | |
| ₹500 | ₹100 | — | |
| — | 582% | 489% | |
| Krishnaa Narayan | Bharat Lahoti · 9.1y | — | |
| 14 Aug 2015 | 13 Oct 2014 | — | |
| 91 | 137 | — | |
| 34.4% | 29.5% | — | |
| 5.9% | 8.5% | — | |
7 rows carry the same value for every fund — show
- Benchmark
- —
- Alpha
- —
- Beta
- —
- Upside capture
- —
- Downside capture
- —
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Axis Equity Savings Fund or Edelweiss Equity Savings Fund?
Over the last 3 years, Edelweiss Equity Savings Fund returned +10.95% CAGR against Axis Equity Savings Fund's +9.36%, computed from AMFI NAV history. Over 5 years: Axis Equity Savings Fund +7.48% vs Edelweiss Equity Savings Fund +9.35% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Axis Equity Savings Fund or Edelweiss Equity Savings Fund?
Edelweiss Equity Savings Fund has the lower expense ratio: Axis Equity Savings Fund charges 1.56% a year against Edelweiss Equity Savings Fund's 1.08%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Axis Equity Savings Fund or Edelweiss Equity Savings Fund?
Axis Equity Savings Fund has shown higher volatility (+5.25% annualized vs Edelweiss Equity Savings Fund's +3.98%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Axis Equity Savings Fund -5.19% vs Edelweiss Equity Savings Fund -3.45%.
Which fund manages more money — Axis Equity Savings Fund or Edelweiss Equity Savings Fund?
Edelweiss Equity Savings Fund is the larger fund: Axis Equity Savings Fund manages ₹880.97Cr against Edelweiss Equity Savings Fund's ₹1,592Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Axis Equity Savings Fund and Edelweiss Equity Savings Fund in the same category?
Yes — both are Equity Savings schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.