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 Risk | Moderately High Risk |
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 | 0.1% | -4.67% |
6 Month | 1.16% | -4.53% |
1 Year | 7.22% | 9.06% |
3 Year | 6.77% | 10.47% |
5 Year | 7.69% | 11.22% |
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 | 4.62% | -2.04% |
3 Year | 8.18% | 11.05% |
5 Year | 8.2% | 11.77% |
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% | 7.035% |
Sharp | -0.08% | 0.671% |
Beta | 0.87% | - |
Alpha | -2.08% | - |
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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 | 62.92 |
Large Cap | 52.8 | 29.34 |
Mid Cap | 11.54 | 27.33 |
Small Cap | 7.36 | 14.96 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | -22.46 | 62.92 |
Petroleum Products | 5.47 | 2.67 |
Electrical Equipment | 0.42 | 11.64 |
IT - Software | 2.3 | 1.12 |
Pharmaceuticals & Biotechnology | 1.75 | 2.01 |
Cement & Cement Products | 2.31 | - |
Personal Products | 0.13 | - |
Construction | 1.47 | 0.37 |
Finance | 5.39 | 2.39 |
Ferrous Metals | 0.24 | 2.53 |
Consumer Durables | 1.61 | 5.75 |
Capital Markets | 0.43 | 4.07 |
Banks | 16.31 | 16.86 |
Diversified FMCG | 4.43 | - |
Non - Ferrous Metals | 0.19 | - |
Automobiles | 4.58 | 1.42 |
Aerospace & Defense | 0.93 | 1.55 |
Insurance | 0.75 | 0.12 |
Realty | 6.08 | 3.18 |
Gas | 2.46 | 0.04 |
Agricultural Food & other Products | 0.09 | - |
Retailing | 0.89 | 6.34 |
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 | 0.98 |
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 | 0.43 |
Transport Infrastructure | 7.14 | - |
Financial Technology (Fintech) | - | 1.96 |
Industrial Products | - | 1.8 |
Industrial Manufacturing | - | 4.33 |
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