Aditya Birla Sun Life Equity Savings Fund vs Axis Equity Saver Fund compare

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

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tortoise-icon Axis Equity Saver 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 Saver Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹532 Cr ₹973 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Nov 2014 05 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 1.1 2.27
Manager Pranav Gupta Hardik Shah
ISIN Code INF209KA1TS3 INF846K01VO3
Exits Load 0.25% for redemption within 7 days/365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.23% 2.61%
6 Month 5.87% 8.97%
1 Year 11.07% 17.92%
3 Year 6.83% 10.01%
5 Year 8.92% 10.43%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 5.13% 7.28%
3 Year 13.09% 17.31%
5 Year 24.63% 30.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Year 8.96% 10.3%
3 Year 19.63% 24.26%
5 Year 25.67% 32.86%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 4.8% 5.7%
Sharp 0.01% 0.47%
Beta 0.89% 1.12%
Alpha -1.69% 0.55%

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Fund Managers

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

Market Cap

Scheme Name

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

Axis Equity Saver Fund - Regular Plan - Growth

Others 32.97 32.04
Large Cap 49.17 52.98
Mid Cap 13.54 5.52
Small Cap 4.34 4.15

Sector Allocation

Scheme Name

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

Axis Equity Saver Fund - Regular Plan - Growth

Others 56.78 33.79
Unclassified 6.74 -
Financial 5.66 22.52
Services 1.07 0.11
Construction 2.26 2.35
Sovereign 17.13 11.81
Energy 2.17 5.57
Materials 0.59 0.93
Automobile 1.11 2.93
Technology 1.73 3.93
Communication 0.4 5.02
Healthcare 0.96 1.64
Capital Goods 0.73 1.65
Insurance 0.24 0.83
Consumer Staples 1.23 1.47
Chemicals 0.54 -0.01
Metals & Mining 0.48 -0.029999999999999
Consumer Discretionary 0.16 0.18
Diversified 0.04 -

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