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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Fund	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹689 Cr	₹952 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	28 Nov 2014	14 Aug 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	378%	34.8%
Expense Ratio	1.12	2.26
Manager	Pranav Gupta	Hardik Shah
ISIN Code	INF209KA1TS3	INF846K01VO3
Exits Load	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	0.14%	-0.23%
6 Month	5.3%	3.71%
1 Year	6.78%	3.76%
3 Year	9.04%	9.97%
5 Year	10.07%	10.73%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	2.83%	2.27%
1 Year	8.69%	4.98%
3 Year	9.42%	9.92%
5 Year	8.42%	9.39%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	8.16%	8.73%
3 Year	7.53%	8.7%
5 Year	7.89%	8.98%

Risk Management

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.8%	5.60%
Sharp	1.2%	0.84%
Beta	0.72%	-
Alpha	0.34%	-

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Fund Managers

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Name	Pranav Gupta	Hardik Shah
Total AUM	₹10003 Cr	₹0 Cr
Funds Managed	9	12
	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	33.63	32.49
Large Cap	50.67	56.01
Mid Cap	12.36	6.74
Small Cap	3.34	4.76

Sector Allocation

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	29.95	30.6
Energy	8.65	10.47
Industrials	8.99	5.24
Technology	3.19	6.64
Basic Materials	4.61	5.37
Financial Services	25.67	23.17
Consumer Defensive	1.93	3.34
Healthcare	2.43	5.34
Consumer Cyclical	6.5	4.62
Real Estate	4.43	0.42
Utilities	2.83	1.6
Communication Services	0.82	3.19

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