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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) | ₹5674 Cr | ₹839 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 | -0.31% | 0.32% |
| 6 Month | 5.19% | 5.74% |
| 1 Year | 4.04% | 7.28% |
| 3 Year | 10.04% | 8.75% |
| 5 Year | 12.23% | 9.85% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.86% | 2.45% |
| 1 Year | 5.28% | 8.59% |
| 3 Year | 9.24% | 9.13% |
| 5 Year | 9.84% | 8.17% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 8.05% |
| 3 Year | 9.91% | 7.59% |
| 5 Year | 9.47% | 7.98% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.61% | 4.8% |
| Sharp | 0.81% | 0.97% |
| Beta | - | 0.11% |
| Alpha | - | 2.55% |
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 | 35.21 | 32.52 |
| Large Cap | 57.73 | 58.43 |
| Small Cap | 4.32 | 1.28 |
| Mid Cap | 2.75 | 7.76 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.33 | 28.15 |
| Energy | 7.35 | 6.89 |
| Technology | 5 | 5.44 |
| Industrials | 6.12 | 9.35 |
| Consumer Defensive | 2.96 | 3.17 |
| Basic Materials | 3.31 | 2.68 |
| Financial Services | 23.76 | 25.93 |
| Real Estate | 1.61 | 3.79 |
| Healthcare | 5.7 | 2.41 |
| Consumer Cyclical | 8.47 | 7.07 |
| Utilities | 2.32 | 2.29 |
| Communication Services | 2.05 | 2.82 |
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