Aditya Birla Sun Life Equity Savings Fund vs Axis Equity Saver Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Moderately High Risk |
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 | 0.1% | -1.03% |
6 Month | 1.16% | -1.82% |
1 Year | 7.22% | 5.89% |
3 Year | 6.77% | 8.11% |
5 Year | 7.69% | 8.88% |
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 Year | 4.62% | 1.22% |
3 Year | 8.18% | 9.24% |
5 Year | 8.2% | 9.41% |
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% | 5.701% |
Sharp | -0.08% | 0.366% |
Beta | 0.87% | - |
Alpha | -2.08% | - |
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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 |
Fund Manage | 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 | -22.46 | 1.73 |
Large Cap | 52.8 | 55.47 |
Mid Cap | 11.54 | 5.48 |
Small Cap | 7.36 | 6.58 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -22.46 | 1.73 |
Petroleum Products | 5.47 | 8.16 |
Electrical Equipment | 0.42 | 0.35 |
IT - Software | 2.3 | 6.28 |
Pharmaceuticals & Biotechnology | 1.75 | 4.21 |
Cement & Cement Products | 2.31 | 1.52 |
Personal Products | 0.13 | 0.38 |
Construction | 1.47 | 3.6 |
Finance | 5.39 | 2.56 |
Ferrous Metals | 0.24 | 2.53 |
Consumer Durables | 1.61 | 1.23 |
Capital Markets | 0.43 | 0.01 |
Banks | 16.31 | 15.89 |
Diversified FMCG | 4.43 | 2.63 |
Non - Ferrous Metals | 0.19 | 1.16 |
Automobiles | 4.58 | 2.23 |
Aerospace & Defense | 0.93 | 0.13 |
Insurance | 0.75 | 1.57 |
Realty | 6.08 | 0.82 |
Gas | 2.46 | - |
Agricultural Food & other Products | 0.09 | - |
Retailing | 0.89 | 0.9 |
Beverages | 0.11 | 0.86 |
Diversified Metals | 0.06 | 0.63 |
Agricultural, Commercial & Construction Vehicles | 0.06 | - |
Oil | 0.1 | 0.26 |
Food Products | 0.15 | 0.47 |
Power | 2.33 | 1.82 |
Chemicals & Petrochemicals | 0.08 | 0.17 |
Auto Components | 0.07 | 2.05 |
Leisure Services | 0.02 | 0.03 |
Telecom - Services | 2.65 | 2.41 |
Healthcare Services | 0.07 | 0.94 |
Consumable Fuels | 0.1 | 0.22 |
Fertilizers & Agrochemicals | 0.06 | 0.19 |
Transport Services | 0.47 | - |
Transport Infrastructure | 7.14 | - |
Commercial Services & Supplies | - | 0.87 |
Industrial Products | - | 0.16 |
Industrial Manufacturing | - | 0.29 |
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