- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.23% | 1.44% |
| 6 Month | -2.4% | 0.57% |
| 1 Year | 5.04% | 6.77% |
| 3 Year | 9.05% | 6.85% |
| 5 Year | 14.15% | 11.45% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.16% | 1.33% |
| 1 Year | 1.31% | 4.93% |
| 3 Year | 9.59% | 8.55% |
| 5 Year | 10.53% | 8.16% |
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% | 0.11% |
| Beta | - | 0.82% |
| Alpha | - | -1.04% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.14 |
| Large Cap | 58.5 | 49.71 |
| Small Cap | 4.14 | 4.78 |
| Mid Cap | 3.5 | 13.37 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.83 | 27.48 |
| Energy | 6.35 | 6.6 |
| Technology | 5.68 | 3.55 |
| Industrials | 5.1 | 8.64 |
| Consumer Defensive | 4.67 | 3.6 |
| Basic Materials | 3.37 | 2.71 |
| Financial Services | 19.87 | 26.94 |
| Healthcare | 4.94 | 2.58 |
| Consumer Cyclical | 11.74 | 5.72 |
| Communication Services | 1.81 | 2.74 |
| Utilities | 2.63 | 3.94 |
| Real Estate | - | 5.5 |
Top Comparisons
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.47%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.64%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns13.63%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns10.64%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns11.96%
LIC MF Large Cap Fund-Growth
3Y Returns8.84%
Invesco India GILT Fund - Growth
3Y Returns7.4%
HSBC Gilt Fund - Regular Growth
3Y Returns6.34%
