Aditya Birla Sun Life Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate Risk | Moderate Risk |
Asset Size (Cr) | ₹650 Cr | ₹572 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Nov 2014 | 13 Oct 2014 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 378% | 87% |
Expense Ratio | 1.12 | 1.6 |
Manager | Pranav Gupta | Dhawal Dalal |
ISIN Code | INF209KA1TS3 | INF843K01KG9 |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.1% | -0.57% |
6 Month | 1.16% | 0.79% |
1 Year | 7.22% | 8.49% |
3 Year | 6.78% | 9.38% |
5 Year | 7.69% | 10.06% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.62% | 5.28% |
3 Year | 8.18% | 10.48% |
5 Year | 8.2% | 10.12% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.3% | 8.68% |
3 Year | 7.54% | 8.78% |
5 Year | 7.67% | 8.77% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.8% | 4.089% |
Sharp | -0.08% | 0.716% |
Beta | 0.87% | - |
Alpha | -2.08% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pranav Gupta | Dhawal Dalal |
Total AUM | ₹10003 Cr | ₹25974 Cr |
Fund Manage | 9 | 12 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | -22.46 | 35.98 |
Large Cap | 52.8 | 43.95 |
Mid Cap | 11.54 | 15.51 |
Small Cap | 7.36 | 4.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | -22.46 | 56.09 |
Petroleum Products | 5.47 | - |
Electrical Equipment | 0.42 | - |
IT - Software | 2.3 | - |
Pharmaceuticals & Biotechnology | 1.75 | - |
Cement & Cement Products | 2.31 | - |
Personal Products | 0.13 | - |
Construction | 1.47 | 1.57 |
Finance | 5.39 | - |
Ferrous Metals | 0.24 | - |
Consumer Durables | 1.61 | - |
Capital Markets | 0.43 | - |
Banks | 16.31 | - |
Diversified FMCG | 4.43 | - |
Non - Ferrous Metals | 0.19 | - |
Automobiles | 4.58 | - |
Aerospace & Defense | 0.93 | - |
Insurance | 0.75 | - |
Realty | 6.08 | - |
Gas | 2.46 | - |
Agricultural Food & other Products | 0.09 | - |
Retailing | 0.89 | - |
Beverages | 0.11 | - |
Diversified Metals | 0.06 | - |
Agricultural, Commercial & Construction Vehicles | 0.06 | - |
Oil | 0.1 | - |
Food Products | 0.15 | - |
Power | 2.33 | - |
Chemicals & Petrochemicals | 0.08 | - |
Auto Components | 0.07 | - |
Leisure Services | 0.02 | - |
Telecom - Services | 2.65 | - |
Healthcare Services | 0.07 | - |
Consumable Fuels | 0.1 | - |
Fertilizers & Agrochemicals | 0.06 | - |
Transport Services | 0.47 | - |
Transport Infrastructure | 7.14 | - |
Financial | - | 8.36 |
Textiles | - | 0.17 |
Automobile | - | 2.04 |
Healthcare | - | 1.85 |
Services | - | 2.52 |
Metals & Mining | - | 0.38 |
Energy | - | 2.58 |
Materials | - | 0.9 |
Capital Goods | - | 0.67 |
Communication | - | 0.96 |
Sovereign | - | 15.22 |
Technology | - | 2.13 |
Consumer Staples | - | 1.65 |
Chemicals | - | 0.47 |
Unclassified | - | 2.43 |
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