Aditya Birla Sun Life Equity Savings Fund vs HSBC Equity Savings Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Low to Moderate Moderately High
Asset Size (Cr) ₹542 Cr ₹341 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Nov 2014 01 Jan 2013
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 1.11 1.51
Manager Pranav Gupta Mahesh A Chhabria
ISIN Code INF209KA1TS3 INF917K01AA5
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Month 1.21% 1.3%
6 Month 6.85% 14.29%
1 Year 10.78% 26.28%
3 Year 5.77% 13.31%
5 Year 9.72% 13.7%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 5.13% 11.7%
3 Year 13.09% 25.45%
5 Year 24.63% 42.82%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.96% 13.35%
3 Year 19.63% 33.28%
5 Year 25.67% 46.54%

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 -0.12% 1.25%
Beta 0.89% 0.78%
Alpha -2.45% 3.82%

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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
Fund Manage 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 -20.86 31.55
Large Cap 48.12 30.66
Mid Cap 15.43 18.54
Small Cap 4.73 19.25

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others -21.6 1.65
Petroleum Products 4.84 -
Electrical Equipment 0.54 -
IT - Software 2.86 -
Pharmaceuticals & Biotechnology 1.91 -
Cement & Cement Products 2.84 -
Personal Products 0.17 -
Construction 1.22 8.61
Finance 7.61 -
Ferrous Metals 0.27 -
Consumer Durables 2.79 -
Capital Markets 0.45 -
Banks 15.23 -
Diversified FMCG 2.08 -
Non - Ferrous Metals 0.2 -
Agricultural Commercial & Construction Vehicles 0.63 -
Automobiles 1.74 -
Aerospace & Defense 1.16 -
Insurance 0.82 -
Chemicals & Petrochemicals 0.53 -
Agricultural Food & other Products 0.37 -
Gas 3.21 -
Retailing 0.87 -
Beverages 0.12 -
Diversified Metals 0.06 -
Oil 0.14 -
Food Products 0.16 -
Power 1.7 -
Realty 3.15 -
Auto Components 0.08 -
Leisure Services 0.03 -
Telecom - Services 0.89 -
Healthcare Services 0.07 -
Consumable Fuels 0.13 -
Fertilizers & Agrochemicals 0.07 -
Transport Services 0.57 -
Transport Infrastructure 9.51 -
Sovereign - 13.5
Capital Goods - 23.15
Technology - 3.27
Financial - 20.73
Services - 9.17
Materials - 2.54
Energy - 0.72
Metals & Mining - 6.34
Consumer Staples - 4.31
Communication - 0.35
Chemicals - 2.13
Healthcare - 0.15
Consumer Discretionary - 3.29
Automobile - 0.09

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