Aditya Birla Sun Life Equity Savings Fund vs DSP Equity Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹542 Cr ₹1327 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Nov 2014 28 Mar 2016
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 378% 444%
Expense Ratio 1.11 1.27
Manager Pranav Gupta Kedar Karnik
ISIN Code INF209KA1TS3 INF740KA1439
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Month 1.32% 0.89%
6 Month 6.18% 9.29%
1 Year 10.82% 16.6%
3 Year 5.85% 9.23%
5 Year 9.66% 10.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 5.13% 6.72%
3 Year 13.09% 16.47%
5 Year 24.63% 29.94%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 8.96% 10.16%
3 Year 19.63% 24.17%
5 Year 25.67% 31.87%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.8% 4.23%
Sharp 0.09% 0.58%
Beta 0.88% 0.81%
Alpha -2.46% -0.03%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Name Pranav Gupta Kedar Karnik
Total AUM ₹10003 Cr ₹32997 Cr
Fund Manage 9 11
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others -20.86 29.04
Large Cap 48.12 48.46
Mid Cap 15.43 13.9
Small Cap 4.73 6.17

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others -21.6 40.12
Banks 15.23 -
Transport Infrastructure 9.51 -
Petroleum Products 4.84 -
Realty 3.15 -
Finance 7.61 -
Gas 3.21 -
Consumer Durables 2.79 -
Cement & Cement Products 2.84 -
Diversified FMCG 2.08 -
IT - Software 2.86 -
Power 1.7 -
Automobiles 1.74 -
Telecom - Services 0.89 -
Construction 1.22 1.65
Aerospace & Defense 1.16 -
Agricultural Commercial & Construction Vehicles 0.63 -
Insurance 0.82 2.27
Transport Services 0.57 -
Retailing 0.87 -
Pharmaceuticals & Biotechnology 1.91 -
Chemicals & Petrochemicals 0.53 -
Capital Markets 0.45 -
Electrical Equipment 0.54 -
Agricultural Food & other Products 0.37 -
Non - Ferrous Metals 0.2 -
Oil 0.14 -
Ferrous Metals 0.27 -
Consumable Fuels 0.13 -
Food Products 0.16 -
Beverages 0.12 -
Healthcare Services 0.07 -
Diversified Metals 0.06 -
Personal Products 0.17 -
Auto Components 0.08 -
Fertilizers & Agrochemicals 0.07 -
Leisure Services 0.03 -
Financial - 21.73
Sovereign - 14.41
Services - 0.32
Communication - 0.73
Consumer Staples - 2.04
Energy - 1.49
Metals & Mining - -0.04
Automobile - 3.63
Technology - 2.42
Healthcare - 4.62
Materials - 0.5
Chemicals - 1.69
Capital Goods - -5.5511151231258E-17
Consumer Discretionary - -0.01

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