Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹974 Cr | ₹281 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Nov 2014 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 378% | 486% |
| Expense Ratio | 1.12 | 2.48 |
| Manager | Pranav Gupta | Miten Vora |
| ISIN Code | INF209KA1TS3 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.48% | 0.37% |
| 6 Month | 4.25% | 3.36% |
| 1 Year | 8.82% | 6.73% |
| 3 Year | 9.89% | 10.63% |
| 5 Year | 8.09% | 8.16% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 1.49% |
| 1 Year | 9.17% | 8.53% |
| 3 Year | 9.15% | 9.47% |
| 5 Year | 8.26% | 9.12% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8% | 8.77% |
| 3 Year | 7.69% | 8.35% |
| 5 Year | 8.1% | 9.06% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.8% | 5.00% |
| Sharp | 1.01% | 0.65% |
| Beta | 0.67% | - |
| Alpha | 0.62% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pranav Gupta | Miten Vora |
| Total AUM | ₹10003 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.19 | 36.42 |
| Large Cap | 53.98 | 47.54 |
| Mid Cap | 8.39 | 11.74 |
| Small Cap | 4.44 | 4.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.64 | 29.94 |
| Energy | 6.62 | 3.85 |
| Industrials | 10.31 | 8.61 |
| Technology | 5.18 | 5.03 |
| Consumer Cyclical | 5.08 | 7.31 |
| Basic Materials | 1.75 | 7.23 |
| Healthcare | 1.68 | 3.1 |
| Consumer Defensive | 3.15 | 1.84 |
| Financial Services | 29.37 | 20.09 |
| Real Estate | 2.88 | 4.38 |
| Utilities | 2.1 | 4.66 |
| Communication Services | 3.24 | 3.97 |
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