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) | ₹839 Cr | ₹261 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 | 0.36% | -0.51% |
6 Month | 6% | 7.51% |
1 Year | 6.36% | 3.64% |
3 Year | 8.76% | 9.43% |
5 Year | 9.18% | 8.12% |
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 | 2.3% | 1.84% |
1 Year | 8.65% | 6.72% |
3 Year | 9.29% | 9.92% |
5 Year | 8.32% | 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 | 8.05% | 9.21% |
3 Year | 7.59% | 8.13% |
5 Year | 7.98% | 9.28% |
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% | 4.95% |
Sharp | 0.97% | 0.67% |
Beta | 0.11% | - |
Alpha | 2.55% | - |
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 | 32.52 | 35.85 |
Large Cap | 58.43 | 49.22 |
Mid Cap | 7.76 | 9.78 |
Small Cap | 1.28 | 5.15 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 28.15 | 29.05 |
Energy | 6.89 | 5.06 |
Industrials | 9.35 | 8.3 |
Technology | 5.44 | 3.27 |
Basic Materials | 2.68 | 7.32 |
Consumer Defensive | 3.17 | 2.68 |
Financial Services | 25.93 | 19.28 |
Real Estate | 3.79 | 5.96 |
Healthcare | 2.41 | 3.88 |
Consumer Cyclical | 7.07 | 5.46 |
Utilities | 2.29 | 5.85 |
Communication Services | 2.82 | 3.9 |
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