Overview

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹5584 Cr	₹650 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	28 Nov 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	27.79%	378%
Expense Ratio	1.89	1.12
Manager	Anil Bamboli	Pranav Gupta
ISIN Code	INF179K01AM7	INF209KA1TS3
Exits Load	HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	1.09%	1.02%
6 Month	1.74%	3.86%
1 Year	5.96%	7.59%
3 Year	11.72%	10.29%
5 Year	13.26%	10.63%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	3.65%	3.26%
1 Year	6.3%	8.51%
3 Year	10.28%	9.3%
5 Year	10.58%	8.36%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.52%	8.16%
3 Year	9.88%	7.53%
5 Year	9.46%	7.89%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.946%	4.8%
Sharp	0.518%	0.78%
Beta	-	0.75%
Alpha	-	-0.2%

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Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Anil Bamboli	Pranav Gupta
Total AUM	₹135442 Cr	₹10003 Cr
Funds Managed	12	9
	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	33.86	-18.9
Large Cap	58.5	52.45
Small Cap	4.14	3.27
Mid Cap	3.5	14.09

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	33.83	-23.38
Energy	6.35	-
Technology	5.68	-
Industrials	5.1	-
Consumer Defensive	4.67	-
Basic Materials	3.37	-
Financial Services	19.87	-
Healthcare	4.94	-
Consumer Cyclical	11.74	-
Communication Services	1.81	-
Utilities	2.63	-
Petroleum Products	-	6.65
Electrical Equipment	-	0.05
IT - Software	-	2.51
Cement & Cement Products	-	1.95
Construction	-	0.61
Ferrous Metals	-	2.1
Finance	-	4.62
Consumer Durables	-	0.39
Diversified FMCG	-	1.31
Non - Ferrous Metals	-	0.14
Banks	-	23.09
Pharmaceuticals & Biotechnology	-	2.25
Automobiles	-	5.79
Aerospace & Defense	-	0.95
Realty	-	4.27
Transport Infrastructure	-	8.06
Insurance	-	0.21
Capital Markets	-	0.38
Gas	-	2.35
IT - Services	-	0.78
Agricultural Food & other Products	-	0.12
Oil	-	1.37
Power	-	2.12
Food Products	-	0.13
Telecom - Services	-	0.76
Metals & Minerals Trading	-	0.1
Healthcare Services	-	0.11
Consumable Fuels	-	0.14
Minerals & Mining	-	0.22
Retailing	-	0.76