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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹689 Cr | ₹670 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Nov 2014 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 378% | 87% |
| Expense Ratio | 1.12 | 1.6 |
| Manager | Pranav Gupta | Dhawal Dalal |
| ISIN Code | INF209KA1TS3 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.05% | -0.05% |
| 6 Month | 4.7% | 4.65% |
| 1 Year | 7.35% | 8.46% |
| 3 Year | 8.94% | 11.18% |
| 5 Year | 9.93% | 10.8% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.56% | 2.93% |
| 1 Year | 8.03% | 8.15% |
| 3 Year | 9.04% | 11.1% |
| 5 Year | 8.14% | 10.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.05% | 8.7% |
| 3 Year | 7.59% | 8.9% |
| 5 Year | 7.98% | 9.05% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.8% | 3.77% |
| Sharp | 1.2% | 1.15% |
| Beta | 0.72% | - |
| Alpha | 0.34% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pranav Gupta | Dhawal Dalal |
| Total AUM | ₹10003 Cr | ₹25974 Cr |
| Funds Managed | 9 | 12 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.63 | 37.49 |
| Large Cap | 50.67 | 45.42 |
| Mid Cap | 12.36 | 11.03 |
| Small Cap | 3.34 | 6.07 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.95 | 35.46 |
| Energy | 8.65 | 8.83 |
| Industrials | 8.99 | 6.03 |
| Technology | 3.19 | 4 |
| Basic Materials | 4.61 | 7.18 |
| Financial Services | 25.67 | 18.41 |
| Consumer Defensive | 1.93 | 2.11 |
| Healthcare | 2.43 | 3.89 |
| Consumer Cyclical | 6.5 | 6.25 |
| Real Estate | 4.43 | 0.4 |
| Utilities | 2.83 | 1.7 |
| Communication Services | 0.82 | 5.74 |
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