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 | ₹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 | 1.03% | -1% |
| 6 Month | 7.62% | 4.36% |
| 1 Year | 18.35% | 10.75% |
| 3 Year | 11.1% | 5.76% |
| 5 Year | 12.04% | 8.33% |
| 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 | 8.6% | 8.24% |
| 3 Year | 9.9% | 7.62% |
| 5 Year | 9.43% | 7.21% |
| 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% | -0.12% |
| Beta | 0.88% | 0.29% |
| Alpha | 1.46% | -2.17% |
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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 | 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 |
| Consumer Staples | 1.38 | - |
| Financial | 19.39 | - |
| Metals & Mining | 1.1 | - |
| Energy | 5.12 | - |
| Materials | 0.93 | - |
| Communication | 4.26 | - |
| Healthcare | 3.01 | - |
| Insurance | 0.24 | 0.82 |
| Construction | 3.45 | 1.22 |
| Automobile | 2.2 | - |
| Services | 1.7 | - |
| Consumer Discretionary | 0.23 | - |
| Sovereign | 10.69 | - |
| Technology | 2.48 | - |
| Capital Goods | 1.76 | - |
| Chemicals | 0.66 | - |
| Petroleum Products | - | 4.84 |
| Electrical Equipment | - | 0.54 |
| IT - Software | - | 2.86 |
| Pharmaceuticals & Biotechnology | - | 1.91 |
| Cement & Cement Products | - | 2.84 |
| Personal Products | - | 0.17 |
| Finance | - | 7.61 |
| Ferrous Metals | - | 0.27 |
| Consumer Durables | - | 2.79 |
| Capital Markets | - | 0.45 |
| Banks | - | 15.23 |
| Diversified FMCG | - | 2.08 |
| Non - Ferrous Metals | - | 0.2 |
| Agricultural Commercial & Construction Vehicles | - | 0.63 |
| Automobiles | - | 1.74 |
| Aerospace & Defense | - | 1.16 |
| Chemicals & Petrochemicals | - | 0.53 |
| Agricultural Food & other Products | - | 0.37 |
| Gas | - | 3.21 |
| Retailing | - | 0.87 |
| Beverages | - | 0.12 |
| Diversified Metals | - | 0.06 |
| Oil | - | 0.14 |
| Food Products | - | 0.16 |
| Power | - | 1.7 |
| Realty | - | 3.15 |
| Auto Components | - | 0.08 |
| Leisure Services | - | 0.03 |
| Telecom - Services | - | 0.89 |
| Healthcare Services | - | 0.07 |
| Consumable Fuels | - | 0.13 |
| Fertilizers & Agrochemicals | - | 0.07 |
| Transport Services | - | 0.57 |
| Transport Infrastructure | - | 9.51 |
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