Aditya Birla Sun Life Equity Savings Fund vs DSP Equity Savings Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹650 Cr | ₹2417 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Nov 2014 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 378% | 444% |
Expense Ratio | 1.12 | 1.32 |
Manager | Pranav Gupta | Kedar Karnik |
ISIN Code | INF209KA1TS3 | INF740KA1439 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.63% | 2.3% |
6 Month | 0.81% | 0.35% |
1 Year | 7.24% | 10.82% |
3 Year | 7.09% | 9.62% |
5 Year | 11.22% | 13.78% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.33% | 1.18% |
1 Year | 4.93% | 6.44% |
3 Year | 8.55% | 10.92% |
5 Year | 8.16% | 10.49% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.3% | 8.52% |
3 Year | 7.54% | 8.4% |
5 Year | 7.67% | 7.94% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.8% | 4.11% |
Sharp | 0.11% | 0.656% |
Beta | 0.82% | - |
Alpha | -1.04% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pranav Gupta | Kedar Karnik |
Total AUM | ₹10003 Cr | ₹32997 Cr |
Funds Managed | 9 | 11 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 32.14 | 29.62 |
Large Cap | 49.71 | 57.12 |
Mid Cap | 13.37 | 8.16 |
Small Cap | 4.78 | 5.11 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 27.48 | 27.99 |
Energy | 6.6 | 8.65 |
Industrials | 8.64 | 4.1 |
Technology | 3.55 | 2.74 |
Healthcare | 2.58 | 3.9 |
Basic Materials | 2.71 | 4.98 |
Consumer Defensive | 3.6 | 2.23 |
Financial Services | 26.94 | 27.81 |
Consumer Cyclical | 5.72 | 8.74 |
Real Estate | 5.5 | 0.2 |
Utilities | 3.94 | 3.65 |
Communication Services | 2.74 | 5.01 |
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