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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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