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
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 | Moderate |
Asset Size (Cr) | ₹5584 Cr | ₹650 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹300 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 28 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 | 1.89 | 1.12 |
Manager | Anil Bamboli | Pranav Gupta |
ISIN Code | INF179K01AM7 | INF209KA1TS3 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.03% | 1.99% |
6 Month | 0.9% | 3.02% |
1 Year | 6.99% | 8.21% |
3 Year | 9.88% | 7.81% |
5 Year | 13.53% | 11.02% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.53% | 2.22% |
1 Year | 3.32% | 6.53% |
3 Year | 9.99% | 9.01% |
5 Year | 10.65% | 8.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.6% | 8.3% |
3 Year | 9.9% | 7.54% |
5 Year | 9.44% | 7.67% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.946% | 4.8% |
Sharp | 0.518% | -0.05% |
Beta | - | 0.81% |
Alpha | - | -1.31% |
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Fund Managers
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 |
Funds Managed | 12 | 9 |
HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.86 | -18.45 |
Large Cap | 58.5 | 51.68 |
Small Cap | 4.14 | 2.2 |
Mid Cap | 3.5 | 13.58 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.83 | -22.77 |
Energy | 6.35 | - |
Technology | 5.68 | - |
Industrials | 5.1 | - |
Consumer Defensive | 4.67 | - |
Basic Materials | 3.37 | - |
Financial Services | 19.87 | - |
Healthcare | 4.94 | - |
Consumer Cyclical | 11.74 | - |
Communication Services | 1.81 | - |
Utilities | 2.63 | - |
Petroleum Products | - | 6.09 |
Electrical Equipment | - | 0.22 |
IT - Software | - | 3.52 |
Pharmaceuticals & Biotechnology | - | 2.13 |
Cement & Cement Products | - | 1.73 |
Personal Products | - | 0.11 |
Construction | - | 1.37 |
Finance | - | 2.64 |
Ferrous Metals | - | 1.83 |
Consumer Durables | - | 0.25 |
Banks | - | 20.22 |
Diversified FMCG | - | 2.73 |
Non - Ferrous Metals | - | 0.09 |
Automobiles | - | 4.52 |
Aerospace & Defense | - | 0.72 |
Insurance | - | 0.6 |
Realty | - | 4.92 |
Capital Markets | - | 0.35 |
Gas | - | 1.94 |
Agricultural Food & other Products | - | 0.09 |
Retailing | - | 0.61 |
Beverages | - | 0.08 |
Diversified Metals | - | 0.05 |
Agricultural, Commercial & Construction Vehicles | - | 0.05 |
Oil | - | 1.17 |
Food Products | - | 0.12 |
Power | - | 2.07 |
Chemicals & Petrochemicals | - | 0.08 |
Auto Components | - | 0.05 |
Leisure Services | - | 0.11 |
Telecom - Services | - | 4.55 |
Healthcare Services | - | 0.06 |
Consumable Fuels | - | 0.08 |
Minerals & Mining | - | 0.21 |
Fertilizers & Agrochemicals | - | 0.05 |
Transport Services | - | 0.51 |
Transport Infrastructure | - | 5.86 |
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