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) | ₹646 Cr | ₹265 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 | 1.47% | 1.03% |
6 Month | 4.7% | 3.92% |
1 Year | 7.77% | 6.32% |
3 Year | 10.4% | 10.92% |
5 Year | 10.34% | 10.7% |
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 | 3.81% | 3.24% |
1 Year | 10.04% | 8.56% |
3 Year | 9.69% | 10.67% |
5 Year | 8.58% | 9.76% |
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 | 8.16% | 7.11% |
3 Year | 7.53% | 7.08% |
5 Year | 7.89% | 6.92% |
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% | 3.74% |
Sharp | 0.78% | 1.09% |
Beta | 0.75% | - |
Alpha | -0.2% | - |
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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 | -19.11 | 33.5 |
Large Cap | 53.27 | 58.62 |
Mid Cap | 13.3 | 7.06 |
Small Cap | 3.41 | 0.82 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | -23.58 | 32.9 |
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 | - |
Communication Services | - | 5.93 |
Energy | - | 4.5 |
Industrials | - | 10.71 |
Technology | - | 5.07 |
Financial Services | - | 22.14 |
Consumer Defensive | - | 4.6 |
Healthcare | - | 3.64 |
Basic Materials | - | 4.4 |
Consumer Cyclical | - | 1.56 |
Utilities | - | 4.54 |
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