Aditya Birla Sun Life Equity Savings Fund vs Edelweiss Equity Savings Fund compare
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) | ₹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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