Aditya Birla Sun Life Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹5463 Cr | ₹647 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 |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.58% | 0.19% |
| 6 Month | 0.19% | 2.28% |
| 1 Year | 7.17% | 8% |
| 3 Year | 9.39% | 6.49% |
| 5 Year | 10.86% | 7.79% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.33% | 6.07% |
| 3 Year | 10.18% | 8.57% |
| 5 Year | 11.04% | 8.32% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.6% | 8.3% |
| 3 Year | 9.9% | 7.54% |
| 5 Year | 9.44% | 7.67% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 4.8% |
| Sharp | 0.9% | -0.21% |
| Beta | 0.88% | 0.86% |
| Alpha | 1.46% | -2.01% |
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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 |
| Fund Manage | 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 | 65.48 | -22.46 |
| Large Cap | 57.55 | 52.8 |
| Mid Cap | 5.1 | 11.54 |
| Small Cap | 5.25 | 7.36 |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 65.48 | -22.46 |
| Petroleum Products | 2.86 | 5.47 |
| IT - Software | 3.63 | 2.3 |
| Construction | 1.99 | 1.47 |
| Finance | 1.26 | 5.39 |
| Ferrous Metals | 2.22 | 0.24 |
| Diversified FMCG | 2.02 | 4.43 |
| Non - Ferrous Metals | 0.53 | 0.19 |
| Banks | 19.19 | 16.31 |
| Realty | 1.57 | 6.08 |
| Pharmaceuticals & Biotechnology | 4.99 | 1.75 |
| Automobiles | 7.11 | 4.58 |
| Aerospace & Defense | 0.39 | 0.93 |
| Cement & Cement Products | 0.32 | 2.31 |
| Fertilizers & Agrochemicals | 0.57 | 0.06 |
| Power | 3.39 | 2.33 |
| Insurance | 1.72 | 0.75 |
| Entertainment | 0.2 | - |
| Agricultural Food & other Products | 0.02 | 0.09 |
| Agricultural, Commercial & Construction Vehicles | 1.08 | 0.06 |
| Oil | 0.32 | 0.1 |
| Consumer Durables | 3.02 | 1.61 |
| Telecom - Services | 1.67 | 2.65 |
| Auto Components | 0.74 | 0.07 |
| Healthcare Services | 0.52 | 0.07 |
| Chemicals & Petrochemicals | 0.18 | 0.08 |
| Transport Infrastructure | 2.52 | 7.14 |
| Consumable Fuels | 0.41 | 0.1 |
| Paper, Forest & Jute Products | 0.25 | - |
| Beverages | 3.21 | 0.11 |
| Electrical Equipment | - | 0.42 |
| Personal Products | - | 0.13 |
| Capital Markets | - | 0.43 |
| Gas | - | 2.46 |
| Retailing | - | 0.89 |
| Diversified Metals | - | 0.06 |
| Food Products | - | 0.15 |
| Leisure Services | - | 0.02 |
| Transport Services | - | 0.47 |
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