Aditya Birla Sun Life Equity Savings Fund vs HDFC Equity Savings Fund compare

HDFC Equity Savings Fund - GROWTH PLAN

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Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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Overview

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Low to Moderate
Asset Size (Cr)	₹4611 Cr	₹542 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	10 Nov 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	27.79%	378%
Expense Ratio	1.92	1.11
Manager	Anil Bamboli	Pranav Gupta
ISIN Code	INF179K01AM7	INF209KA1TS3
Exits Load	Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365	Exit load of 0.25%, if redeemed within 7 days./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	-0.68%	-0.05%
6 Month	3.66%	3.84%
1 Year	14.48%	10.09%
3 Year	9.74%	5.93%
5 Year	11.13%	8.36%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	8.56%	8.27%
3 Year	9.9%	7.62%
5 Year	9.43%	7.18%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.68%	4.8%
Sharp	0.9%	-0.16%
Beta	0.88%	0.87%
Alpha	1.46%	-2.22%

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Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Anil Bamboli	Pranav Gupta
Total AUM	₹135442 Cr	₹10003 Cr
Fund Manage	12	9
	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	31.73	-20.86
Large Cap	56.66	48.12
Mid Cap	6.39	15.43
Small Cap	5.22	4.73

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	31.73	-21.6
Petroleum Products	2.82	4.84
IT - Software	3.06	2.86
Construction	1.79	1.22
Finance	1.58	7.61
Ferrous Metals	2.51	0.27
Diversified FMCG	2.24	2.08
Non - Ferrous Metals	0.6	0.2
Banks	18.84	15.23
Realty	1.58	3.15
Pharmaceuticals & Biotechnology	5.1	1.91
Automobiles	5.46	1.74
Aerospace & Defense	0.42	1.16
Cement & Cement Products	0.36	2.84
Fertilizers & Agrochemicals	0.51	0.07
Power	3.48	1.7
Insurance	1.32	0.82
Entertainment	0.22	-
Agricultural Food & other Products	0.02	0.37
Agricultural, Commercial & Construction Vehicles	1.97	-
Oil	0.36	0.14
Consumer Durables	3.57	2.79
Telecom - Services	1.57	0.89
Auto Components	0.83	0.08
Healthcare Services	0.53	0.07
Chemicals & Petrochemicals	0.19	0.53
Transport Infrastructure	2.77	9.51
Consumable Fuels	0.48	0.13
Beverages	4.09	0.12
Electrical Equipment	-	0.54
Personal Products	-	0.17
Capital Markets	-	0.45
Agricultural Commercial & Construction Vehicles	-	0.63
Gas	-	3.21
Retailing	-	0.87
Diversified Metals	-	0.06
Food Products	-	0.16
Leisure Services	-	0.03
Transport Services	-	0.57