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) | ₹912 Cr | ₹265 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 | 1.12% | 1.71% |
| 6 Month | 4.93% | 4.63% |
| 1 Year | 8.26% | 6.35% |
| 3 Year | 9.31% | 10.28% |
| 5 Year | 9.45% | 8.48% |
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 | 2.36% | 2.14% |
| 1 Year | 10.16% | 9.6% |
| 3 Year | 9.5% | 10.06% |
| 5 Year | 8.4% | 9.3% |
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 | 7.98% | 9.07% |
| 3 Year | 7.63% | 8.23% |
| 5 Year | 8.03% | 9.19% |
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 | 3.12% | 4.92% |
| Sharp | 0.73% | 0.59% |
| Beta | 0.12% | - |
| Alpha | 2.62% | - |
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 | 29.71 | 35.82 |
| Large Cap | 58.41 | 48.21 |
| Mid Cap | 7.79 | 10.7 |
| Small Cap | 4.09 | 5.28 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.42 | 28.2 |
| Energy | 6.39 | 3.93 |
| Industrials | 9.9 | 8.55 |
| Technology | 4.55 | 3.89 |
| Basic Materials | 2.83 | 7.62 |
| Healthcare | 1.94 | 3.44 |
| Consumer Defensive | 3.37 | 2.6 |
| Financial Services | 29.01 | 18.8 |
| Real Estate | 3.14 | 6.02 |
| Consumer Cyclical | 7.64 | 7.39 |
| Utilities | 2.68 | 5.78 |
| Communication Services | 3.13 | 3.77 |
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