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) | ₹650 Cr | ₹249 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 1.02% | 1.24% |
6 Month | 3.86% | 1.73% |
1 Year | 7.59% | 7.49% |
3 Year | 10.29% | 11.62% |
5 Year | 10.63% | 9.47% |
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 | 3.26% | 4.29% |
1 Year | 8.51% | 7.85% |
3 Year | 9.3% | 10.51% |
5 Year | 8.36% | 9.32% |
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 | 8.16% | 9.44% |
3 Year | 7.53% | 8.05% |
5 Year | 7.89% | 9.29% |
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% | 4.909% |
Sharp | 0.78% | 0.464% |
Beta | 0.75% | - |
Alpha | -0.2% | - |
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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 | -18.9 | 31.01 |
Large Cap | 52.45 | 53.66 |
Mid Cap | 14.09 | 8.91 |
Small Cap | 3.27 | 6.42 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -23.38 | 29.93 |
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 | - | 5.99 |
Technology | - | 6.16 |
Industrials | - | 8.08 |
Consumer Cyclical | - | 9.85 |
Healthcare | - | 3.53 |
Basic Materials | - | 5.74 |
Financial Services | - | 19.19 |
Consumer Defensive | - | 2.86 |
Utilities | - | 4.9 |
Real Estate | - | 1.95 |
Communication Services | - | 1.83 |
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