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% | 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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