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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) | ₹1023 Cr | ₹786 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 | -0.22% | -0.36% |
| 6 Month | 3.22% | 3.38% |
| 1 Year | 8.7% | 8.32% |
| 3 Year | 9.74% | 13.58% |
| 5 Year | 8.04% | 11.67% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.76% | -2.16% |
| 1 Year | 6.54% | 3.8% |
| 3 Year | 8.27% | 9.07% |
| 5 Year | 7.82% | 10.2% |
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% | 7.75% |
| 3 Year | 7.71% | 9.8% |
| 5 Year | 8.09% | 8.56% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.8% | 4.64% |
| Sharp | 1.19% | 1.01% |
| Beta | 0.64% | 0.86% |
| Alpha | 0.91% | 3.87% |
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 | 31.11 | 38.57 |
| Large Cap | 52.87 | 42.83 |
| Mid Cap | 11.88 | 12.16 |
| Small Cap | 4.15 | 6.45 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 26.79 | 27.74 |
| Energy | 6.32 | 1.68 |
| Industrials | 10.52 | 12.13 |
| Technology | 5.37 | 4.66 |
| Consumer Cyclical | 4.82 | 11.37 |
| Basic Materials | 2.39 | 1.53 |
| Healthcare | 1.45 | 4.39 |
| Consumer Defensive | 1.9 | 3.05 |
| Financial Services | 31.4 | 27.35 |
| Real Estate | 2.85 | - |
| Utilities | 1.97 | 1.16 |
| Communication Services | 4.23 | 4.95 |
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