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Aditya Birla Sun Life Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 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 1.51% 1.3%
6 Month 3.22% 2.88%
1 Year 7.82% 9.39%
3 Year 8.02% 10.28%
5 Year 10.51% 11.11%

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 2.4% 2.4%
1 Year 6.66% 6.98%
3 Year 9.17% 11.38%
5 Year 8.39% 10.41%

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 8.3% 8.68%
3 Year 7.54% 8.78%
5 Year 7.67% 8.77%

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% 4.089%
Sharp -0.05% 0.716%
Beta 0.81% -
Alpha -1.31% -

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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 -18.45 34.35
Large Cap 51.68 46.78
Mid Cap 13.58 12.37
Small Cap 2.2 6.5

Sector Allocation

Scheme Name

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

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others -22.77 31.74
Petroleum Products 6.09 -
Electrical Equipment 0.22 -
IT - Software 3.52 -
Pharmaceuticals & Biotechnology 2.13 -
Cement & Cement Products 1.73 -
Personal Products 0.11 -
Construction 1.37 -
Finance 2.64 -
Ferrous Metals 1.83 -
Consumer Durables 0.25 -
Banks 20.22 -
Diversified FMCG 2.73 -
Non - Ferrous Metals 0.09 -
Automobiles 4.52 -
Aerospace & Defense 0.72 -
Insurance 0.6 -
Realty 4.92 -
Capital Markets 0.35 -
Gas 1.94 -
Agricultural Food & other Products 0.09 -
Retailing 0.61 -
Beverages 0.08 -
Diversified Metals 0.05 -
Agricultural, Commercial & Construction Vehicles 0.05 -
Oil 1.17 -
Food Products 0.12 -
Power 2.07 -
Chemicals & Petrochemicals 0.08 -
Auto Components 0.05 -
Leisure Services 0.11 -
Telecom - Services 4.55 -
Healthcare Services 0.06 -
Consumable Fuels 0.08 -
Minerals & Mining 0.21 -
Fertilizers & Agrochemicals 0.05 -
Transport Services 0.51 -
Transport Infrastructure 5.86 -
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

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