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

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HDFC Equity Savings Fund - GROWTH PLAN

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Moderate Risk
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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	-0.79%	0.1%
6 Month	-1.91%	1.16%
1 Year	5.03%	7.22%
3 Year	9.23%	6.78%
5 Year	10.64%	7.69%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	0.59%	4.62%
3 Year	9.21%	8.18%
5 Year	10.55%	8.2%

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%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.871%	4.8%
Sharp	0.573%	-0.08%
Beta	-	0.87%
Alpha	-	-2.08%

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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	65.48	-22.46
Large Cap	57.55	52.8
Mid Cap	5.1	11.54
Small Cap	5.25	7.36

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	65.48	-22.46
Petroleum Products	2.86	5.47
IT - Software	3.63	2.3
Construction	1.99	1.47
Finance	1.26	5.39
Ferrous Metals	2.22	0.24
Diversified FMCG	2.02	4.43
Non - Ferrous Metals	0.53	0.19
Banks	19.19	16.31
Realty	1.57	6.08
Pharmaceuticals & Biotechnology	4.99	1.75
Automobiles	7.11	4.58
Aerospace & Defense	0.39	0.93
Cement & Cement Products	0.32	2.31
Fertilizers & Agrochemicals	0.57	0.06
Power	3.39	2.33
Insurance	1.72	0.75
Entertainment	0.2	-
Agricultural Food & other Products	0.02	0.09
Agricultural, Commercial & Construction Vehicles	1.08	0.06
Oil	0.32	0.1
Consumer Durables	3.02	1.61
Telecom - Services	1.67	2.65
Auto Components	0.74	0.07
Healthcare Services	0.52	0.07
Chemicals & Petrochemicals	0.18	0.08
Transport Infrastructure	2.52	7.14
Consumable Fuels	0.41	0.1
Paper, Forest & Jute Products	0.25	-
Beverages	3.21	0.11
Electrical Equipment	-	0.42
Personal Products	-	0.13
Capital Markets	-	0.43
Gas	-	2.46
Retailing	-	0.89
Diversified Metals	-	0.06
Food Products	-	0.15
Leisure Services	-	0.02
Transport Services	-	0.47