Aditya Birla Sun Life Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | ₹1000 |
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 | 1.03% | 1.32% |
6 Month | 7.62% | 6.18% |
1 Year | 18.35% | 10.82% |
3 Year | 11.1% | 5.85% |
5 Year | 12.04% | 9.66% |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 7.72% | 5.13% |
3 Year | 19.76% | 13.09% |
5 Year | 36.61% | 24.63% |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 11.81% | 8.96% |
3 Year | 28.99% | 19.63% |
5 Year | 38.18% | 25.67% |
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% | 0.09% |
Beta | 0.88% | 0.88% |
Alpha | 1.46% | -2.46% |
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Get Free Experts GuidanceScheme 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 | 32.91 | -20.86 |
Large Cap | 57.84 | 48.12 |
Mid Cap | 5.2 | 15.43 |
Small Cap | 4.05 | 4.73 |
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 41.4 | -21.6 |
Financial | 19.39 | - |
Consumer Staples | 1.38 | - |
Automobile | 2.2 | - |
Consumer Discretionary | 0.23 | - |
Sovereign | 10.69 | - |
Services | 1.7 | - |
Construction | 3.45 | 1.22 |
Communication | 4.26 | - |
Metals & Mining | 1.1 | - |
Technology | 2.48 | - |
Energy | 5.12 | - |
Healthcare | 3.01 | - |
Capital Goods | 1.76 | - |
Materials | 0.93 | - |
Insurance | 0.24 | 0.82 |
Chemicals | 0.66 | - |
Banks | - | 15.23 |
Transport Infrastructure | - | 9.51 |
Petroleum Products | - | 4.84 |
Realty | - | 3.15 |
Finance | - | 7.61 |
Gas | - | 3.21 |
Consumer Durables | - | 2.79 |
Cement & Cement Products | - | 2.84 |
Diversified FMCG | - | 2.08 |
IT - Software | - | 2.86 |
Power | - | 1.7 |
Automobiles | - | 1.74 |
Telecom - Services | - | 0.89 |
Aerospace & Defense | - | 1.16 |
Agricultural Commercial & Construction Vehicles | - | 0.63 |
Transport Services | - | 0.57 |
Retailing | - | 0.87 |
Pharmaceuticals & Biotechnology | - | 1.91 |
Chemicals & Petrochemicals | - | 0.53 |
Capital Markets | - | 0.45 |
Electrical Equipment | - | 0.54 |
Agricultural Food & other Products | - | 0.37 |
Non - Ferrous Metals | - | 0.2 |
Oil | - | 0.14 |
Ferrous Metals | - | 0.27 |
Consumable Fuels | - | 0.13 |
Food Products | - | 0.16 |
Beverages | - | 0.12 |
Healthcare Services | - | 0.07 |
Diversified Metals | - | 0.06 |
Personal Products | - | 0.17 |
Auto Components | - | 0.08 |
Fertilizers & Agrochemicals | - | 0.07 |
Leisure Services | - | 0.03 |
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