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 | 0.71% | 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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