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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) | ₹857 Cr | ₹750 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 | 1.09% | 1.49% |
| 6 Month | 6.69% | 8.14% |
| 1 Year | 6.84% | 6.73% |
| 3 Year | 8.98% | 11.3% |
| 5 Year | 9.39% | 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 | 2.25% | 3.05% |
| 1 Year | 9.15% | 10.71% |
| 3 Year | 9.18% | 11.54% |
| 5 Year | 8.17% | 10.46% |
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% | 3.74% |
| Sharp | 0.86% | 1.04% |
| Beta | 0.1% | - |
| Alpha | 2.35% | - |
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 | 33.09 | 39 |
| Large Cap | 56.7 | 39.44 |
| Mid Cap | 7.24 | 15.98 |
| Small Cap | 2.97 | 5.58 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.79 | 33.21 |
| Energy | 6.56 | 6.85 |
| Industrials | 9.01 | 5.88 |
| Technology | 5.01 | 4.12 |
| Basic Materials | 2.58 | 10.82 |
| Consumer Defensive | 3.21 | 1.82 |
| Financial Services | 27.49 | 18.71 |
| Real Estate | 3.5 | 1.53 |
| Healthcare | 1.9 | 4.75 |
| Consumer Cyclical | 7.05 | 5.77 |
| Utilities | 2.17 | 1.54 |
| Communication Services | 2.72 | 5 |
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