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 | Moderate |
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 | 1.63% | 2.4% |
6 Month | 0.81% | 0.33% |
1 Year | 7.24% | 9.54% |
3 Year | 7.09% | 9.97% |
5 Year | 11.22% | 11.89% |
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 | 1.33% | 1.04% |
1 Year | 4.93% | 5.42% |
3 Year | 8.55% | 10.92% |
5 Year | 8.16% | 10.21% |
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 | 0.11% | 0.716% |
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 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 |
Funds Managed | 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 | 32.14 | 34.35 |
Large Cap | 49.71 | 46.78 |
Mid Cap | 13.37 | 12.37 |
Small Cap | 4.78 | 6.5 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.48 | 31.74 |
Energy | 6.6 | 10.61 |
Industrials | 8.64 | 8.32 |
Technology | 3.55 | 3.67 |
Healthcare | 2.58 | 3.58 |
Basic Materials | 2.71 | 8.54 |
Consumer Defensive | 3.6 | 1.94 |
Financial Services | 26.94 | 17.32 |
Consumer Cyclical | 5.72 | 9.31 |
Real Estate | 5.5 | 0.45 |
Utilities | 3.94 | 2.52 |
Communication Services | 2.74 | 2.02 |
Top Comparisons
HDFC Dividend Yield Fund - Growth Plan
3Y Returns17.26%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns13.18%
DSP Quant Fund - Regular Plan - Growth
3Y Returns7.35%
Quant ESG Equity Fund Regular - Growth
3Y Returns13.51%
HDFC Gilt Fund - Growth Plan
3Y Returns6.77%
HSBC Gilt Fund - Regular Growth
3Y Returns6.34%
ICICI Prudential Savings Fund - Growth
3Y Returns7.1%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.34%