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

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- 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 Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹912 Cr ₹1670 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 28 Nov 2014 17 Dec 2018
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI Nifty Equity Savings Index
Turn Over 378% 620%
Expense Ratio 1.12 1.32
Manager Pranav Gupta Mahendra Kumar Jajoo
ISIN Code INF209KA1TS3 INF769K01EI5
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 Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month 0.76% 1.18%
6 Month 4.6% 5.55%
1 Year 7.91% 7.23%
3 Year 8.93% 11.18%
5 Year 9.08% 11.6%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month 2.28% 2.67%
1 Year 9.6% 11.37%
3 Year 9.21% 11.18%
5 Year 8.18% 10.58%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 7.98% 10.79%
3 Year 7.63% 11.06%
5 Year 8.03% 12.06%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.8% 5.45%
Sharp 0.98% 0.80%
Beta 0.12% -
Alpha 2.62% -

Fund Managers

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name Pranav Gupta Mahendra Kumar Jajoo
Total AUM ₹10003 Cr ₹8876 Cr
Funds Managed 9 4
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name

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

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 29.71 35.9
Large Cap 58.41 50.05
Mid Cap 7.79 7.18
Small Cap 4.09 6.87

Sector Allocation

Scheme Name

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

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 25.42 33.76
Energy 6.39 3.9
Industrials 9.9 6.02
Technology 4.55 4.27
Basic Materials 2.83 6.79
Healthcare 1.94 5.55
Consumer Defensive 3.37 3.19
Financial Services 29.01 20.53
Real Estate 3.14 1.12
Consumer Cyclical 7.64 8.88
Utilities 2.68 3.79
Communication Services 3.13 2.19

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