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)	₹650 Cr	₹572 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	1.02%	0.8%
6 Month	3.86%	2.91%
1 Year	7.59%	8.27%
3 Year	10.29%	11.77%
5 Year	10.63%	11.26%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	3.26%	3.03%
1 Year	8.51%	7.72%
3 Year	9.3%	11.2%
5 Year	8.36%	10.25%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	8.16%	8.74%
3 Year	7.53%	8.85%
5 Year	7.89%	8.96%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.8%	4.089%
Sharp	0.78%	0.716%
Beta	0.75%	-
Alpha	-0.2%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	-18.9	34.35
Large Cap	52.45	46.78
Mid Cap	14.09	12.37
Small Cap	3.27	6.5

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	-23.38	31.74
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	-
Basic Materials	-	8.54
Energy	-	10.61
Industrials	-	8.32
Technology	-	3.67
Healthcare	-	3.58
Financial Services	-	17.32
Consumer Defensive	-	1.94
Consumer Cyclical	-	9.31
Utilities	-	2.52
Real Estate	-	0.45
Communication Services	-	2.02