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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) | ₹839 Cr | ₹655 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 | 0.32% | 1.82% |
| 6 Month | 5.74% | 8.81% |
| 1 Year | 7.28% | 4.75% |
| 3 Year | 8.75% | 12.94% |
| 5 Year | 9.85% | 13.42% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.45% | 4.81% |
| 1 Year | 8.59% | 7.11% |
| 3 Year | 9.13% | 12.77% |
| 5 Year | 8.17% | 12.1% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.05% | 8.03% |
| 3 Year | 7.59% | 9.53% |
| 5 Year | 7.98% | 8.45% |
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 | 0.97% | 0.81% |
| Beta | 0.11% | - |
| Alpha | 2.55% | - |
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 | 32.52 | 38.05 |
| Large Cap | 58.43 | 38.37 |
| Mid Cap | 7.76 | 17.46 |
| Small Cap | 1.28 | 6.12 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 28.15 | 32.02 |
| Energy | 6.89 | 1.94 |
| Industrials | 9.35 | 10.18 |
| Technology | 5.44 | 2.64 |
| Basic Materials | 2.68 | 1.29 |
| Consumer Defensive | 3.17 | 3.1 |
| Financial Services | 25.93 | 26.43 |
| Real Estate | 3.79 | 0.05 |
| Healthcare | 2.41 | 7.89 |
| Consumer Cyclical | 7.07 | 11.01 |
| Utilities | 2.29 | 1.55 |
| Communication Services | 2.82 | 1.9 |
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