Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 Savings Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹650 Cr ₹968 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Nov 2014 14 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 1.12 2.26
Manager Pranav Gupta Hardik Shah
ISIN Code INF209KA1TS3 INF846K01VO3
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 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Month 1.44% 2.41%
6 Month 0.57% -2.92%
1 Year 6.77% 5.93%
3 Year 6.85% 8.26%
5 Year 11.44% 12.51%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month 1.33% -0.44%
1 Year 4.93% 1.66%
3 Year 8.55% 9.77%
5 Year 8.16% 9.5%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.3% 8.85%
3 Year 7.54% 8.69%
5 Year 7.67% 8.9%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.8% 5.953%
Sharp 0.11% 0.249%
Beta 0.82% -
Alpha -1.04% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

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

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.14 31.59
Large Cap 49.71 54.98
Mid Cap 13.37 6.77
Small Cap 4.78 6.67

Sector Allocation

Scheme Name

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

Axis Equity Savings Fund - Regular Plan - Growth

Others 27.48 30.3
Energy 6.6 9.33
Industrials 8.64 6.57
Technology 3.55 6.7
Healthcare 2.58 5.21
Basic Materials 2.71 6.07
Consumer Defensive 3.6 3.73
Financial Services 26.94 21.62
Consumer Cyclical 5.72 5.6
Real Estate 5.5 0.76
Utilities 3.94 1.53
Communication Services 2.74 2.59

Top Comparisons

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.32%

VS

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns15.11%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns27.99%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns22.27%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns5.94%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.64%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns6.47%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns6.6%

Compare Now
Add to Cart Successfully