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 | 0.71% | 0.2% |
| 6 Month | 4.35% | 3.57% |
| 1 Year | 8.63% | 5.7% |
| 3 Year | 9.03% | 10.07% |
| 5 Year | 8.38% | 8.23% |
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 | 2.27% | 2.22% |
| 1 Year | 10.11% | 10.37% |
| 3 Year | 9.3% | 9.78% |
| 5 Year | 8.25% | 9.23% |
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 | 7.99% | 8.86% |
| 3 Year | 7.67% | 8.33% |
| 5 Year | 8.09% | 9.08% |
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 | 30.52 | 35.72 |
| Large Cap | 57.23 | 48.06 |
| Mid Cap | 7.08 | 11.38 |
| Small Cap | 5.17 | 4.84 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.16 | 28.2 |
| Energy | 6.79 | 3.8 |
| Industrials | 10.61 | 8.94 |
| Technology | 4.01 | 4.27 |
| Basic Materials | 1.91 | 7.82 |
| Healthcare | 1.98 | 3.22 |
| Consumer Defensive | 3.38 | 2.51 |
| Financial Services | 30.95 | 19.07 |
| Real Estate | 3.1 | 5.42 |
| Consumer Cyclical | 5.03 | 6.88 |
| Utilities | 2.72 | 5.83 |
| Communication Services | 3.36 | 4.04 |
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