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%

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%

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%

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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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

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

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