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 | -0.09% | 0.05% |
6 Month | 4.91% | 5.05% |
1 Year | 6.58% | 7.31% |
3 Year | 9% | 11.31% |
5 Year | 10.06% | 10.79% |
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 | 2.83% | 3.21% |
1 Year | 8.69% | 9.21% |
3 Year | 9.42% | 11.56% |
5 Year | 8.42% | 10.53% |
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% | 3.88% |
Sharp | 1.2% | 1.31% |
Beta | 0.72% | - |
Alpha | 0.34% | - |
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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 | 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 | 33.13 |
Energy | 8.65 | 8.83 |
Industrials | 8.99 | 6.03 |
Technology | 3.19 | 4 |
Basic Materials | 4.61 | 9.52 |
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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