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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) | ₹857 Cr | ₹266 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 | 0.95% | 0.63% |
| 6 Month | 6.21% | 5.24% |
| 1 Year | 6.46% | 5.61% |
| 3 Year | 8.55% | 9.62% |
| 5 Year | 9.54% | 10% |
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 | 2.25% | 1.49% |
| 1 Year | 9.15% | 6.82% |
| 3 Year | 9.18% | 9.63% |
| 5 Year | 8.17% | 9.08% |
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 | 8.05% | 7.1% |
| 3 Year | 7.59% | 7.1% |
| 5 Year | 7.98% | 6.94% |
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% | 3.69% |
| Sharp | 0.86% | 0.72% |
| Beta | 0.1% | - |
| Alpha | 2.35% | - |
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 | 32.52 | 35.45 |
| Large Cap | 58.43 | 58.29 |
| Mid Cap | 7.76 | 5.47 |
| Small Cap | 1.28 | 0.78 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 28.15 | 34.67 |
| Energy | 6.89 | 5.08 |
| Industrials | 9.35 | 10.37 |
| Technology | 5.44 | 3.72 |
| Basic Materials | 2.68 | 4.48 |
| Consumer Defensive | 3.17 | 4.87 |
| Financial Services | 25.93 | 21.42 |
| Real Estate | 3.79 | - |
| Healthcare | 2.41 | 3.27 |
| Consumer Cyclical | 7.07 | 1.37 |
| Utilities | 2.29 | 4.7 |
| Communication Services | 2.82 | 6.05 |
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