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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) | ₹974 Cr | ₹3936 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 | 0.18% | 0.1% |
| 6 Month | 3.73% | 1.93% |
| 1 Year | 8.77% | 6.1% |
| 3 Year | 9.62% | 10.17% |
| 5 Year | 8.08% | 9.63% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 0.95% |
| 1 Year | 9.17% | 5.39% |
| 3 Year | 9.15% | 8.99% |
| 5 Year | 8.26% | 9.03% |
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% | 8.43% |
| 3 Year | 7.69% | 8.82% |
| 5 Year | 8.1% | 8.25% |
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 | 1.01% | 1.07% |
| Beta | 0.67% | 0.82% |
| Alpha | 0.62% | 0.82% |
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 | 33.19 | 32.73 |
| Large Cap | 53.98 | 56.66 |
| Mid Cap | 8.39 | 6.96 |
| Small Cap | 4.44 | 3.64 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.64 | 27.62 |
| Energy | 6.62 | 7.07 |
| Industrials | 10.31 | 3.15 |
| Technology | 5.18 | 5.21 |
| Consumer Cyclical | 5.08 | 5.88 |
| Basic Materials | 1.75 | 4.11 |
| Healthcare | 1.68 | 5.78 |
| Consumer Defensive | 3.15 | 3.25 |
| Financial Services | 29.37 | 28.68 |
| Real Estate | 2.88 | 1.31 |
| Utilities | 2.1 | 3.08 |
| Communication Services | 3.24 | 4.86 |
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