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

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon 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 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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