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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) | ₹921 Cr | ₹759 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 | 0.71% | -0.29% |
| 6 Month | 4.35% | 6.03% |
| 1 Year | 8.63% | 1.16% |
| 3 Year | 9.03% | 13.44% |
| 5 Year | 8.38% | 12% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.57% | 1.52% |
| 1 Year | 10.58% | 10.02% |
| 3 Year | 9.46% | 11.78% |
| 5 Year | 8.35% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.99% | 7.84% |
| 3 Year | 7.67% | 9.72% |
| 5 Year | 8.09% | 8.53% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.8% | 7.28% |
| Sharp | 1.01% | 0.90% |
| Beta | 0.67% | - |
| Alpha | 0.62% | - |
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 | 30.52 | 37.06 |
| Large Cap | 57.23 | 38.44 |
| Mid Cap | 7.08 | 18.09 |
| Small Cap | 5.17 | 6.41 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 26.16 | 29.99 |
| Energy | 6.79 | 1.79 |
| Industrials | 10.61 | 6.16 |
| Technology | 4.01 | 6.81 |
| Basic Materials | 1.91 | 0.96 |
| Healthcare | 1.98 | 7.5 |
| Consumer Defensive | 3.38 | 3.35 |
| Financial Services | 30.95 | 28.18 |
| Real Estate | 3.1 | 0 |
| Consumer Cyclical | 5.03 | 8.38 |
| Utilities | 2.72 | 1.34 |
| Communication Services | 3.36 | 5.54 |
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