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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) | ₹974 Cr | ₹1028 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 | 0.13% | -0.09% |
| 6 Month | 4.17% | 4.62% |
| 1 Year | 8.13% | 8.17% |
| 3 Year | 9.16% | 11.11% |
| 5 Year | 8.14% | 9.87% |
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 | 2.27% | 1.76% |
| 1 Year | 10.11% | 9.94% |
| 3 Year | 9.3% | 10.82% |
| 5 Year | 8.25% | 10.13% |
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% | 8.62% |
| 3 Year | 7.69% | 9.02% |
| 5 Year | 8.1% | 9.16% |
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% | 3.62% |
| Sharp | 1.01% | 1.08% |
| Beta | 0.67% | - |
| Alpha | 0.62% | - |
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 | 33.19 | 36.42 |
| Large Cap | 53.98 | 41.23 |
| Mid Cap | 8.39 | 16.8 |
| Small Cap | 4.44 | 5.55 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.64 | 33.08 |
| Energy | 6.62 | 6.16 |
| Industrials | 10.31 | 4.56 |
| Technology | 5.18 | 4.83 |
| Consumer Cyclical | 5.08 | 5.42 |
| Basic Materials | 1.75 | 10.77 |
| Healthcare | 1.68 | 3.43 |
| Consumer Defensive | 3.15 | 1.71 |
| Financial Services | 29.37 | 21.93 |
| Real Estate | 2.88 | 0.84 |
| Utilities | 2.1 | 1.42 |
| Communication Services | 3.24 | 5.86 |
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