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Aditya Birla Sun Life Equity Savings Fund vs Tata Equity Savings Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹650 Cr | ₹250 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Nov 2014 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 378% | 59.93% |
| Expense Ratio | 1.12 | 1.13 |
| Manager | Pranav Gupta | Sailesh Jain |
| ISIN Code | INF209KA1TS3 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.51% | 1.42% |
| 6 Month | 3.22% | 2.96% |
| 1 Year | 7.82% | 8.9% |
| 3 Year | 8.02% | 9.49% |
| 5 Year | 10.51% | 10.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.4% | 2.2% |
| 1 Year | 6.66% | 6.45% |
| 3 Year | 9.17% | 10.65% |
| 5 Year | 8.39% | 9.84% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.3% | 7.05% |
| 3 Year | 7.54% | 7.05% |
| 5 Year | 7.67% | 6.89% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.8% | 4.048% |
| Sharp | -0.05% | 0.516% |
| Beta | 0.81% | - |
| Alpha | -1.31% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Pranav Gupta | Sailesh Jain |
| Total AUM | ₹10003 Cr | ₹17041 Cr |
| Funds Managed | 9 | 7 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | -18.45 | 34.75 |
| Large Cap | 51.68 | 55.69 |
| Mid Cap | 13.58 | 8.02 |
| Small Cap | 2.2 | 1.55 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | -22.77 | 34.29 |
| Petroleum Products | 6.09 | - |
| Electrical Equipment | 0.22 | - |
| IT - Software | 3.52 | - |
| Pharmaceuticals & Biotechnology | 2.13 | - |
| Cement & Cement Products | 1.73 | - |
| Personal Products | 0.11 | - |
| Construction | 1.37 | - |
| Finance | 2.64 | - |
| Ferrous Metals | 1.83 | - |
| Consumer Durables | 0.25 | - |
| Banks | 20.22 | - |
| Diversified FMCG | 2.73 | - |
| Non - Ferrous Metals | 0.09 | - |
| Automobiles | 4.52 | - |
| Aerospace & Defense | 0.72 | - |
| Insurance | 0.6 | - |
| Realty | 4.92 | - |
| Capital Markets | 0.35 | - |
| Gas | 1.94 | - |
| Agricultural Food & other Products | 0.09 | - |
| Retailing | 0.61 | - |
| Beverages | 0.08 | - |
| Diversified Metals | 0.05 | - |
| Agricultural, Commercial & Construction Vehicles | 0.05 | - |
| Oil | 1.17 | - |
| Food Products | 0.12 | - |
| Power | 2.07 | - |
| Chemicals & Petrochemicals | 0.08 | - |
| Auto Components | 0.05 | - |
| Leisure Services | 0.11 | - |
| Telecom - Services | 4.55 | - |
| Healthcare Services | 0.06 | - |
| Consumable Fuels | 0.08 | - |
| Minerals & Mining | 0.21 | - |
| Fertilizers & Agrochemicals | 0.05 | - |
| Transport Services | 0.51 | - |
| Transport Infrastructure | 5.86 | - |
| Communication Services | - | 5.41 |
| Energy | - | 6.21 |
| Industrials | - | 12.58 |
| Healthcare | - | 4.33 |
| Basic Materials | - | 5.5 |
| Financial Services | - | 19.96 |
| Consumer Defensive | - | 2.97 |
| Technology | - | 3.32 |
| Consumer Cyclical | - | 0.83 |
| Utilities | - | 4.59 |
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