Aditya Birla Sun Life Equity Savings Fund vs HSBC Equity Savings Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderately High |
Asset Size (Cr) | ₹650 Cr | ₹646 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Nov 2014 | 18 Oct 2011 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 378% | 75% |
Expense Ratio | 1.12 | 1.51 |
Manager | Pranav Gupta | Mahesh A Chhabria |
ISIN Code | INF209KA1TS3 | INF917K01AA5 |
Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Month | 1.44% | 2.45% |
6 Month | 0.57% | -5.33% |
1 Year | 6.77% | 8.33% |
3 Year | 6.85% | 10.14% |
5 Year | 11.44% | 15.39% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | 1.33% | -4.7% |
1 Year | 4.93% | -4.31% |
3 Year | 8.55% | 11.03% |
5 Year | 8.16% | 11.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.3% | 8.17% |
3 Year | 7.54% | 9.36% |
5 Year | 7.67% | 8.3% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.8% | 7.536% |
Sharp | 0.11% | 0.463% |
Beta | 0.82% | - |
Alpha | -1.04% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Name | Pranav Gupta | Mahesh A Chhabria |
Total AUM | ₹10003 Cr | ₹15021 Cr |
Funds Managed | 9 | 9 |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 32.14 | 30.31 |
Large Cap | 49.71 | 30.87 |
Mid Cap | 13.37 | 27.88 |
Small Cap | 4.78 | 10.93 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 27.48 | 30.31 |
Energy | 6.6 | 2.24 |
Industrials | 8.64 | 11.69 |
Technology | 3.55 | 6.08 |
Healthcare | 2.58 | 1.82 |
Basic Materials | 2.71 | 1.25 |
Consumer Defensive | 3.6 | 0.02 |
Financial Services | 26.94 | 35.89 |
Consumer Cyclical | 5.72 | 9.62 |
Real Estate | 5.5 | 0.04 |
Utilities | 3.94 | 1.03 |
Communication Services | 2.74 | - |
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