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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) | ₹912 Cr | ₹270 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 | 1.12% | 1.51% |
| 6 Month | 4.84% | 3.35% |
| 1 Year | 8.31% | 6.41% |
| 3 Year | 9% | 9.97% |
| 5 Year | 9.58% | 9.98% |
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 | 1.16% | 0.42% |
| 1 Year | 7.42% | 4.88% |
| 3 Year | 8.46% | 8.56% |
| 5 Year | 7.76% | 8.53% |
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 | 7.98% | 7.06% |
| 3 Year | 7.63% | 7.13% |
| 5 Year | 8.03% | 6.95% |
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% | 3.57% |
| Sharp | 0.98% | 0.85% |
| Beta | 0.12% | - |
| Alpha | 2.62% | - |
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 | 29.71 | 35.11 |
| Large Cap | 58.41 | 58.04 |
| Mid Cap | 7.79 | 6.07 |
| Small Cap | 4.09 | 0.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 25.42 | 34.33 |
| Energy | 6.39 | 4.39 |
| Industrials | 9.9 | 9.91 |
| Technology | 4.55 | 3.51 |
| Basic Materials | 2.83 | 4.32 |
| Healthcare | 1.94 | 3.82 |
| Consumer Defensive | 3.37 | 4.81 |
| Financial Services | 29.01 | 22.66 |
| Real Estate | 3.14 | - |
| Consumer Cyclical | 7.64 | 1.62 |
| Utilities | 2.68 | 4.74 |
| Communication Services | 3.13 | 5.89 |
Top Comparisons
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