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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹974 Cr | ₹931 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 | 0.18% | -0.13% |
| 6 Month | 4.45% | 3.79% |
| 1 Year | 8.58% | 5.04% |
| 3 Year | 9.18% | 9.99% |
| 5 Year | 8.18% | 8.84% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.27% | 1.73% |
| 1 Year | 10.11% | 8.19% |
| 3 Year | 9.3% | 9.12% |
| 5 Year | 8.25% | 8.8% |
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% | 8.38% |
| 3 Year | 7.69% | 8.83% |
| 5 Year | 8.1% | 9.14% |
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% | 5.08% |
| Sharp | 1.01% | 0.58% |
| Beta | 0.67% | - |
| Alpha | 0.62% | - |
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 | 33.19 | 30.77 |
| Large Cap | 53.98 | 54.89 |
| Mid Cap | 8.39 | 6.92 |
| Small Cap | 4.44 | 7.42 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.64 | 28.16 |
| Energy | 6.62 | 10.23 |
| Industrials | 10.31 | 6.92 |
| Technology | 5.18 | 3.38 |
| Consumer Cyclical | 5.08 | 7.92 |
| Basic Materials | 1.75 | 4.95 |
| Healthcare | 1.68 | 6.18 |
| Consumer Defensive | 3.15 | 2.86 |
| Financial Services | 29.37 | 24.21 |
| Real Estate | 2.88 | 1.4 |
| Utilities | 2.1 | 0.78 |
| Communication Services | 3.24 | 2.99 |
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