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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | Moderate | Moderate |
| Asset Size (Cr) | ₹912 Cr | ₹3773 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 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 | 1.12 | 1.32 |
| Manager | Pranav Gupta | Kedar Karnik |
| ISIN Code | INF209KA1TS3 | INF740KA1439 |
| 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 | Data not available./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 | 1.12% | 1.12% |
| 6 Month | 4.93% | 2.39% |
| 1 Year | 8.26% | 5.55% |
| 3 Year | 9.31% | 10.13% |
| 5 Year | 9.45% | 10.72% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.36% | 1.5% |
| 1 Year | 10.16% | 6.89% |
| 3 Year | 9.5% | 9.89% |
| 5 Year | 8.4% | 9.52% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.98% | 8.66% |
| 3 Year | 7.63% | 8.68% |
| 5 Year | 8.03% | 8.16% |
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% | 3.68% |
| Sharp | 0.98% | 0.87% |
| Beta | 0.12% | - |
| Alpha | 2.62% | - |
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 |
| Funds Managed | 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 | 29.71 | 34.83 |
| Large Cap | 58.41 | 55.48 |
| Mid Cap | 7.79 | 6.04 |
| Small Cap | 4.09 | 3.65 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 25.42 | 30.89 |
| Energy | 6.39 | 6.63 |
| Industrials | 9.9 | 2.98 |
| Technology | 4.55 | 5.25 |
| Basic Materials | 2.83 | 3.45 |
| Healthcare | 1.94 | 5.88 |
| Consumer Defensive | 3.37 | 3.47 |
| Financial Services | 29.01 | 25.71 |
| Real Estate | 3.14 | 1.39 |
| Consumer Cyclical | 7.64 | 6.96 |
| Utilities | 2.68 | 3.21 |
| Communication Services | 3.13 | 4.17 |
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