Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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% | 0.65% |
6 Month | 5.24% | 5.78% |
1 Year | 7.7% | 6.6% |
3 Year | 9.46% | 11.57% |
5 Year | 9.58% | 12% |
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 | 2.26% | 1.89% |
1 Year | 9.94% | 10.35% |
3 Year | 9.38% | 11.03% |
5 Year | 8.31% | 10.53% |
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% | 5.43% |
Sharp | 0.98% | 0.78% |
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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