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HDFC Equity Savings Fund - GROWTH PLAN
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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) | ₹5546 Cr | ₹646 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 | 0.7% | 1.1% |
| 6 Month | 3.93% | 5.09% |
| 1 Year | 5.51% | 7.87% |
| 3 Year | 11.67% | 10.12% |
| 5 Year | 12.88% | 10.12% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.07% | 3.81% |
| 1 Year | 7.89% | 10.04% |
| 3 Year | 10.54% | 9.69% |
| 5 Year | 10.73% | 8.58% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.72% | 4.8% |
| Sharp | 1.07% | 0.78% |
| Beta | - | 0.75% |
| Alpha | - | -0.2% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.96 | 31.1 |
| Large Cap | 60.75 | 52.18 |
| Small Cap | 4.21 | 3.42 |
| Mid Cap | 3.07 | 13.29 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.73 | 28.2 |
| Energy | 7.62 | 8.64 |
| Technology | 5.46 | 3.4 |
| Industrials | 6.9 | 9.35 |
| Consumer Defensive | 3.76 | 1.98 |
| Basic Materials | 4.9 | 4.71 |
| Financial Services | 22.53 | 26.23 |
| Real Estate | 1.6 | 4.53 |
| Healthcare | 4.52 | 2.4 |
| Consumer Cyclical | 8.74 | 6.92 |
| Utilities | 2.21 | 2.9 |
| Communication Services | 2.04 | 0.73 |
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