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) | ₹974 Cr | ₹1732 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 0.18% | 0.08% |
| 6 Month | 4.45% | 4.08% |
| 1 Year | 8.58% | 7.75% |
| 3 Year | 9.18% | 10.98% |
| 5 Year | 8.18% | 10.69% |
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 | 1.83% | 1.5% |
| 1 Year | 9.17% | 9.21% |
| 3 Year | 9.15% | 10.49% |
| 5 Year | 8.26% | 10.25% |
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 | 8% | 10.44% |
| 3 Year | 7.69% | 11.11% |
| 5 Year | 8.1% | 11.99% |
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 | 1.01% | 0.74% |
| Beta | 0.67% | - |
| Alpha | 0.62% | - |
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 | 33.19 | 37.67 |
| Large Cap | 53.98 | 49.14 |
| Mid Cap | 8.39 | 7.06 |
| Small Cap | 4.44 | 6.13 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 28.64 | 35 |
| Energy | 6.62 | 3.52 |
| Industrials | 10.31 | 5.64 |
| Technology | 5.18 | 4.93 |
| Consumer Cyclical | 5.08 | 8 |
| Basic Materials | 1.75 | 6.56 |
| Healthcare | 1.68 | 5.51 |
| Consumer Defensive | 3.15 | 2.95 |
| Financial Services | 29.37 | 21.69 |
| Real Estate | 2.88 | 1.04 |
| Utilities | 2.1 | 3.18 |
| Communication Services | 3.24 | 1.98 |
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