- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹839 Cr | ₹945 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 | 0.05% | -0.5% |
| 6 Month | 5.35% | 3.54% |
| 1 Year | 6.94% | 3.63% |
| 3 Year | 8.67% | 9.2% |
| 5 Year | 9.73% | 10.44% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.55% | 1.73% |
| 1 Year | 8.11% | 3.44% |
| 3 Year | 8.97% | 8.99% |
| 5 Year | 8.08% | 8.74% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.05% | 8.63% |
| 3 Year | 7.59% | 8.73% |
| 5 Year | 7.98% | 9.04% |
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% | 5.25% |
| Sharp | 0.97% | 0.59% |
| Beta | 0.11% | - |
| Alpha | 2.55% | - |
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 |
Top Comparisons
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.01%
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns18.8%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns22.49%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns14.52%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.65%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.69%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.9%
