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)	₹650 Cr	₹968 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	1.02%	0.55%
6 Month	3.86%	0.37%
1 Year	7.59%	6.31%
3 Year	10.29%	11.39%
5 Year	10.63%	11.72%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	3.26%	2.86%
1 Year	8.51%	4.81%
3 Year	9.3%	10.02%
5 Year	8.36%	9.43%

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%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.8%	5.953%
Sharp	0.78%	0.249%
Beta	0.75%	-
Alpha	-0.2%	-

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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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	-18.9	31.59
Large Cap	52.45	54.98
Mid Cap	14.09	6.77
Small Cap	3.27	6.67

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	-23.38	30.3
Petroleum Products	6.65	-
Electrical Equipment	0.05	-
IT - Software	2.51	-
Cement & Cement Products	1.95	-
Construction	0.61	-
Ferrous Metals	2.1	-
Finance	4.62	-
Consumer Durables	0.39	-
Diversified FMCG	1.31	-
Non - Ferrous Metals	0.14	-
Banks	23.09	-
Pharmaceuticals & Biotechnology	2.25	-
Automobiles	5.79	-
Aerospace & Defense	0.95	-
Realty	4.27	-
Transport Infrastructure	8.06	-
Insurance	0.21	-
Capital Markets	0.38	-
Gas	2.35	-
IT - Services	0.78	-
Agricultural Food & other Products	0.12	-
Oil	1.37	-
Power	2.12	-
Food Products	0.13	-
Telecom - Services	0.76	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.11	-
Consumable Fuels	0.14	-
Minerals & Mining	0.22	-
Retailing	0.76	-
Energy	-	9.33
Industrials	-	6.57
Technology	-	6.7
Consumer Cyclical	-	5.6
Basic Materials	-	6.07
Healthcare	-	5.21
Financial Services	-	21.62
Consumer Defensive	-	3.73
Utilities	-	1.53
Real Estate	-	0.76
Communication Services	-	2.59