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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 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 0.71% 0.39%
6 Month 4.35% 2.42%
1 Year 8.63% 5.27%
3 Year 9.03% 10.01%
5 Year 8.38% 9.78%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month 2.27% 1.44%
1 Year 10.11% 6.76%
3 Year 9.3% 9.26%
5 Year 8.25% 9.09%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 7.99% 8.46%
3 Year 7.67% 8.8%
5 Year 8.09% 8.23%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.09% 3.65%
Sharp 0.73% 0.84%
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 30.52 33.03
Large Cap 57.23 56.84
Mid Cap 7.08 6.46
Small Cap 5.17 3.67

Sector Allocation

Scheme Name

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

DSP Equity Savings Fund - Regular Plan - Growth

Others 26.16 28.42
Energy 6.79 7.18
Industrials 10.61 3.19
Technology 4.01 5.81
Basic Materials 1.91 3.91
Healthcare 1.98 5.64
Consumer Defensive 3.38 3.63
Financial Services 30.95 27.41
Real Estate 3.1 1.38
Consumer Cyclical 5.03 5.66
Utilities 2.72 3.18
Communication Services 3.36 4.6

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