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)	₹646 Cr	₹1442 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	1.47%	1.87%
6 Month	4.7%	5%
1 Year	7.77%	8.28%
3 Year	10.4%	13%
5 Year	10.34%	13.42%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	3.81%	5.65%
1 Year	10.04%	11.92%
3 Year	9.69%	12.35%
5 Year	8.58%	11.44%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	8.16%	11.15%
3 Year	7.53%	10.98%
5 Year	7.89%	11.87%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	4.8%	5.89%
Sharp	0.78%	0.83%
Beta	0.75%	-
Alpha	-0.2%	-

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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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	-19.11	32.98
Large Cap	53.27	53.25
Mid Cap	13.3	6.12
Small Cap	3.41	7.65

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	-23.58	31.78
Petroleum Products	6.66	-
Electrical Equipment	0.05	-
IT - Software	2.5	-
Cement & Cement Products	1.89	-
Construction	1.37	-
Ferrous Metals	2.31	-
Finance	4.64	-
Consumer Durables	0.37	-
Diversified FMCG	1.74	-
Non - Ferrous Metals	0.14	-
Banks	21.9	-
Pharmaceuticals & Biotechnology	2.29	-
Automobiles	5.91	-
Aerospace & Defense	1.08	-
Realty	4.53	-
Insurance	0.21	-
Capital Markets	0.4	-
Gas	2.29	-
IT - Services	0.9	-
Agricultural Food & other Products	0.11	-
Oil	1.31	-
Power	2.03	-
Food Products	0.13	-
Telecom - Services	0.74	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.11	-
Consumable Fuels	0.14	-
Minerals & Mining	0.24	-
Transport Infrastructure	7.57	-
Retailing	0.79	-
Energy	-	4.56
Utilities	-	4.02
Technology	-	5.19
Consumer Cyclical	-	7.74
Healthcare	-	5.17
Basic Materials	-	6.16
Consumer Defensive	-	2.71
Industrials	-	7.68
Financial Services	-	21.22
Communication Services	-	2.34
Real Estate	-	1.45