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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) | ₹689 Cr | ₹268 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 | 0.14% | -0.32% |
| 6 Month | 5.3% | 4.2% |
| 1 Year | 6.78% | 5.7% |
| 3 Year | 9.04% | 9.95% |
| 5 Year | 10.07% | 10.27% |
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 | 2.83% | 2.04% |
| 1 Year | 8.69% | 6.68% |
| 3 Year | 9.42% | 10.14% |
| 5 Year | 8.42% | 9.48% |
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 | 1.2% | 1.09% |
| Beta | 0.72% | - |
| Alpha | 0.34% | - |
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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 | 33.63 | 34.53 |
| Large Cap | 50.67 | 58.7 |
| Mid Cap | 12.36 | 5.84 |
| Small Cap | 3.34 | 0.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 29.95 | 33.7 |
| Energy | 8.65 | 5.48 |
| Industrials | 8.99 | 9.91 |
| Technology | 3.19 | 4.28 |
| Basic Materials | 4.61 | 4.38 |
| Financial Services | 25.67 | 22.05 |
| Consumer Defensive | 1.93 | 4.45 |
| Healthcare | 2.43 | 3.23 |
| Consumer Cyclical | 6.5 | 1.45 |
| Real Estate | 4.43 | - |
| Utilities | 2.83 | 4.7 |
| Communication Services | 0.82 | 6.35 |
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