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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹857 Cr | ₹671 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Nov 2014 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 378% | 75% |
| Expense Ratio | 1.12 | 1.51 |
| Manager | Pranav Gupta | Mahesh A Chhabria |
| ISIN Code | INF209KA1TS3 | INF917K01AA5 |
| Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.58% | 0.81% |
| 6 Month | 5.82% | 11.4% |
| 1 Year | 7.03% | 4.02% |
| 3 Year | 9.46% | 14.12% |
| 5 Year | 9.37% | 13.57% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.95% | 5.13% |
| 1 Year | 9.39% | 14.47% |
| 3 Year | 9.15% | 13.95% |
| 5 Year | 8.14% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.98% | 7.91% |
| 3 Year | 7.63% | 9.59% |
| 5 Year | 8.03% | 8.48% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.8% | 7.29% |
| Sharp | 0.98% | 0.88% |
| Beta | 0.12% | - |
| Alpha | 2.62% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Pranav Gupta | Mahesh A Chhabria |
| Total AUM | ₹10003 Cr | ₹15021 Cr |
| Funds Managed | 9 | 9 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.09 | 41.06 |
| Large Cap | 56.7 | 36.05 |
| Mid Cap | 7.24 | 16.47 |
| Small Cap | 2.97 | 6.42 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 28.79 | 32.5 |
| Energy | 6.56 | 1.85 |
| Industrials | 9.01 | 9.03 |
| Technology | 5.01 | 5.02 |
| Basic Materials | 2.58 | 2.66 |
| Consumer Defensive | 3.21 | 3.51 |
| Financial Services | 27.49 | 24.04 |
| Real Estate | 3.5 | 0.04 |
| Healthcare | 1.9 | 7.4 |
| Consumer Cyclical | 7.05 | 10.66 |
| Utilities | 2.17 | 1.45 |
| Communication Services | 2.72 | 1.83 |
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