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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) | ₹5739 Cr | ₹912 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 | 1.29% | 1.12% |
| 6 Month | 4.25% | 4.84% |
| 1 Year | 5.5% | 8.31% |
| 3 Year | 10.2% | 9% |
| 5 Year | 12.67% | 9.58% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | 1.16% |
| 1 Year | 6.05% | 7.42% |
| 3 Year | 8.52% | 8.46% |
| 5 Year | 9.24% | 7.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.4% | 7.98% |
| 3 Year | 9.93% | 7.63% |
| 5 Year | 9.48% | 8.03% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 4.8% |
| Sharp | 0.76% | 0.98% |
| Beta | - | 0.12% |
| Alpha | - | 2.62% |
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 | 34.16 | 29.71 |
| Large Cap | 59.11 | 58.41 |
| Small Cap | 4.09 | 4.09 |
| Mid Cap | 2.64 | 7.79 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.01 | 25.42 |
| Energy | 7.59 | 6.39 |
| Technology | 4.33 | 4.55 |
| Industrials | 7.18 | 9.9 |
| Consumer Defensive | 2.47 | 3.37 |
| Basic Materials | 4.3 | 2.83 |
| Financial Services | 23.22 | 29.01 |
| Real Estate | 1.72 | 3.14 |
| Healthcare | 5.45 | 1.94 |
| Consumer Cyclical | 9.08 | 7.64 |
| Utilities | 2.41 | 2.68 |
| Communication Services | 2.24 | 3.13 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.75%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.15%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.59%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.52%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.34%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.31%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.94%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.74%
