Aditya Birla Sun Life Equity Savings Fund vs Axis Equity Saver Fund compare

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

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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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 Axis Equity Saver Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹542 Cr ₹938 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Nov 2014 01 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 378% 34.8%
Expense Ratio 1.11 2.28
Manager Pranav Gupta Hardik Shah
ISIN Code INF209KA1TS3 INF846K01VO3
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Month 1.55% 1.46%
6 Month 6.91% 8.45%
1 Year 10.99% 19.38%
3 Year 5.98% 9.09%
5 Year 9.56% 10.82%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 5.13% 7.28%
3 Year 13.09% 17.31%
5 Year 24.63% 30.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
1 Year 8.96% 10.3%
3 Year 19.63% 24.26%
5 Year 25.67% 32.86%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 4.8% 5.7%
Sharp -0.12% 0.52%
Beta 0.89% 1.14%
Alpha -2.45% -0.71%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth
Name Pranav Gupta Hardik Shah
Total AUM ₹10003 Cr ₹0 Cr
Fund Manage 9 12
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Axis Equity Saver Fund - Regular Plan - Growth

Others -20.86 32.04
Large Cap 48.12 52.98
Mid Cap 15.43 5.52
Small Cap 4.73 4.15

Sector Allocation

Scheme Name

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

Axis Equity Saver Fund - Regular Plan - Growth

Others -21.6 33.79
Petroleum Products 4.84 -
Electrical Equipment 0.54 -
IT - Software 2.86 -
Pharmaceuticals & Biotechnology 1.91 -
Cement & Cement Products 2.84 -
Personal Products 0.17 -
Construction 1.22 2.35
Finance 7.61 -
Ferrous Metals 0.27 -
Consumer Durables 2.79 -
Capital Markets 0.45 -
Banks 15.23 -
Diversified FMCG 2.08 -
Non - Ferrous Metals 0.2 -
Agricultural Commercial & Construction Vehicles 0.63 -
Automobiles 1.74 -
Aerospace & Defense 1.16 -
Insurance 0.82 0.83
Chemicals & Petrochemicals 0.53 -
Agricultural Food & other Products 0.37 -
Gas 3.21 -
Retailing 0.87 -
Beverages 0.12 -
Diversified Metals 0.06 -
Oil 0.14 -
Food Products 0.16 -
Power 1.7 -
Realty 3.15 -
Auto Components 0.08 -
Leisure Services 0.03 -
Telecom - Services 0.89 -
Healthcare Services 0.07 -
Consumable Fuels 0.13 -
Fertilizers & Agrochemicals 0.07 -
Transport Services 0.57 -
Transport Infrastructure 9.51 -
Financial - 22.52
Technology - 3.93
Services - 0.11
Consumer Staples - 1.47
Healthcare - 1.64
Energy - 5.57
Consumer Discretionary - 0.18
Communication - 5.02
Metals & Mining - -0.029999999999999
Automobile - 2.93
Capital Goods - 1.65
Chemicals - -0.0099999999999999
Materials - 0.93
Sovereign - 11.81

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