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 | 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 | 1.95% | 1.64% |
6 Month | 2.68% | 0.05% |
1 Year | 8.27% | 8.47% |
3 Year | 7.62% | 9.45% |
5 Year | 11.1% | 12.24% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.22% | 1.18% |
1 Year | 6.53% | 3.32% |
3 Year | 9.01% | 10.09% |
5 Year | 8.34% | 9.58% |
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 | -0.05% | 0.249% |
Beta | 0.81% | - |
Alpha | -1.31% | - |
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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 |
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 | -18.45 | 31.59 |
Large Cap | 51.68 | 54.98 |
Mid Cap | 13.58 | 6.77 |
Small Cap | 2.2 | 6.67 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -22.77 | 30.3 |
Petroleum Products | 6.09 | - |
Electrical Equipment | 0.22 | - |
IT - Software | 3.52 | - |
Pharmaceuticals & Biotechnology | 2.13 | - |
Cement & Cement Products | 1.73 | - |
Personal Products | 0.11 | - |
Construction | 1.37 | - |
Finance | 2.64 | - |
Ferrous Metals | 1.83 | - |
Consumer Durables | 0.25 | - |
Banks | 20.22 | - |
Diversified FMCG | 2.73 | - |
Non - Ferrous Metals | 0.09 | - |
Automobiles | 4.52 | - |
Aerospace & Defense | 0.72 | - |
Insurance | 0.6 | - |
Realty | 4.92 | - |
Capital Markets | 0.35 | - |
Gas | 1.94 | - |
Agricultural Food & other Products | 0.09 | - |
Retailing | 0.61 | - |
Beverages | 0.08 | - |
Diversified Metals | 0.05 | - |
Agricultural, Commercial & Construction Vehicles | 0.05 | - |
Oil | 1.17 | - |
Food Products | 0.12 | - |
Power | 2.07 | - |
Chemicals & Petrochemicals | 0.08 | - |
Auto Components | 0.05 | - |
Leisure Services | 0.11 | - |
Telecom - Services | 4.55 | - |
Healthcare Services | 0.06 | - |
Consumable Fuels | 0.08 | - |
Minerals & Mining | 0.21 | - |
Fertilizers & Agrochemicals | 0.05 | - |
Transport Services | 0.51 | - |
Transport Infrastructure | 5.86 | - |
Energy | - | 9.33 |
Industrials | - | 6.57 |
Technology | - | 6.7 |
Consumer Cyclical | - | 5.6 |
Basic Materials | - | 6.07 |
Healthcare | - | 5.21 |
Financial Services | - | 21.62 |
Consumer Defensive | - | 3.73 |
Utilities | - | 1.53 |
Real Estate | - | 0.76 |
Communication Services | - | 2.59 |
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