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

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

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

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) ₹647 Cr ₹548 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 -0.05% -4.46%
6 Month 1.85% 2.88%
1 Year 7.5% 17.27%
3 Year 5.92% 11.95%
5 Year 8.15% 12.28%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 6.11% 12.99%
3 Year 8.49% 16.07%
5 Year 8.43% 14.65%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 8.27% 8%
3 Year 7.62% 9.28%
5 Year 7.18% 8.14%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.8% 4.64%
Sharp -0.21% 1.25%
Beta 0.86% 0.78%
Alpha -2.01% 3.82%

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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
Fund Manage 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 -22.46 60.13
Large Cap 52.8 33.11
Mid Cap 11.54 21.48
Small Cap 7.36 20.64

Sector Allocation

Scheme Name

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

HSBC Equity Savings Fund - Regular Growth

Others -22.46 60.13
Petroleum Products 5.47 3.07
Electrical Equipment 0.42 14.07
IT - Software 2.3 0.58
Pharmaceuticals & Biotechnology 1.75 3.41
Cement & Cement Products 2.31 -
Personal Products 0.13 -
Construction 1.47 0.39
Finance 5.39 2.36
Ferrous Metals 0.24 2.21
Consumer Durables 1.61 5.87
Capital Markets 0.43 4.25
Banks 16.31 17.77
Diversified FMCG 4.43 -
Non - Ferrous Metals 0.19 -
Automobiles 4.58 -
Aerospace & Defense 0.93 1.83
Insurance 0.75 0.14
Realty 6.08 3.71
Gas 2.46 -
Agricultural Food & other Products 0.09 -
Retailing 0.89 6.94
Beverages 0.11 0.02
Diversified Metals 0.06 -
Agricultural, Commercial & Construction Vehicles 0.06 -
Oil 0.1 -
Food Products 0.15 -
Power 2.33 0.91
Chemicals & Petrochemicals 0.08 -
Auto Components 0.07 -
Leisure Services 0.02 0.05
Telecom - Services 2.65 -
Healthcare Services 0.07 -
Consumable Fuels 0.1 -
Fertilizers & Agrochemicals 0.06 -
Transport Services 0.47 0.5
Transport Infrastructure 7.14 -
Financial Technology (Fintech) - 1.14
Industrial Products - 1.98
Industrial Manufacturing - 4.03

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