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)	₹646 Cr	₹2995 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	1.15%	0.61%
6 Month	5.16%	4.12%
1 Year	8%	8.85%
3 Year	10.43%	11.46%
5 Year	10.44%	12.03%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
6 Month	3.75%	2.92%
1 Year	9.69%	7.74%
3 Year	9.8%	11.21%
5 Year	8.65%	10.4%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
1 Year	8.16%	8.82%
3 Year	7.53%	8.5%
5 Year	7.89%	8.01%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.8%	4.09%
Sharp	0.78%	0.94%
Beta	0.75%	-
Alpha	-0.2%	-

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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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
Others	-18.9	29.62
Large Cap	52.45	57.12
Mid Cap	14.09	8.16
Small Cap	3.27	5.11

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
Others	-23.38	27.99
Petroleum Products	6.65	-
Electrical Equipment	0.05	-
IT - Software	2.51	-
Cement & Cement Products	1.95	-
Construction	0.61	-
Ferrous Metals	2.1	-
Finance	4.62	-
Consumer Durables	0.39	-
Diversified FMCG	1.31	-
Non - Ferrous Metals	0.14	-
Banks	23.09	-
Pharmaceuticals & Biotechnology	2.25	-
Automobiles	5.79	-
Aerospace & Defense	0.95	-
Realty	4.27	-
Transport Infrastructure	8.06	-
Insurance	0.21	-
Capital Markets	0.38	-
Gas	2.35	-
IT - Services	0.78	-
Agricultural Food & other Products	0.12	-
Oil	1.37	-
Power	2.12	-
Food Products	0.13	-
Telecom - Services	0.76	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.11	-
Consumable Fuels	0.14	-
Minerals & Mining	0.22	-
Retailing	0.76	-
Energy	-	8.65
Industrials	-	4.1
Technology	-	2.74
Healthcare	-	3.9
Basic Materials	-	4.98
Consumer Defensive	-	2.23
Financial Services	-	27.81
Consumer Cyclical	-	8.74
Communication Services	-	5.01
Utilities	-	3.65
Real Estate	-	0.2