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

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	Low to Moderate	Moderately High
Asset Size (Cr)	₹542 Cr	₹341 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Nov 2014	01 Jan 2013
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	1.11	1.51
Manager	Pranav Gupta	Mahesh A Chhabria
ISIN Code	INF209KA1TS3	INF917K01AA5
Exits Load	Exit load of 0.25%, if redeemed within 7 days./365	Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Month	1.22%	1.3%
6 Month	6.23%	14.29%
1 Year	10.94%	26.28%
3 Year	5.95%	13.31%
5 Year	9.74%	13.7%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	5.13%	11.7%
3 Year	13.09%	25.45%
5 Year	24.63%	42.82%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	8.96%	13.35%
3 Year	19.63%	33.28%
5 Year	25.67%	46.54%

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	0.09%	1.25%
Beta	0.88%	0.78%
Alpha	-2.46%	3.82%

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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

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	-20.86	31.55
Large Cap	48.12	30.66
Mid Cap	15.43	18.54
Small Cap	4.73	19.25

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	-21.6	1.65
Banks	15.23	-
Transport Infrastructure	9.51	-
Petroleum Products	4.84	-
Realty	3.15	-
Finance	7.61	-
Gas	3.21	-
Consumer Durables	2.79	-
Cement & Cement Products	2.84	-
Diversified FMCG	2.08	-
IT - Software	2.86	-
Power	1.7	-
Automobiles	1.74	-
Telecom - Services	0.89	-
Construction	1.22	8.61
Aerospace & Defense	1.16	-
Agricultural Commercial & Construction Vehicles	0.63	-
Insurance	0.82	-
Transport Services	0.57	-
Retailing	0.87	-
Pharmaceuticals & Biotechnology	1.91	-
Chemicals & Petrochemicals	0.53	-
Capital Markets	0.45	-
Electrical Equipment	0.54	-
Agricultural Food & other Products	0.37	-
Non - Ferrous Metals	0.2	-
Oil	0.14	-
Ferrous Metals	0.27	-
Consumable Fuels	0.13	-
Food Products	0.16	-
Beverages	0.12	-
Healthcare Services	0.07	-
Diversified Metals	0.06	-
Personal Products	0.17	-
Auto Components	0.08	-
Fertilizers & Agrochemicals	0.07	-
Leisure Services	0.03	-
Capital Goods	-	23.15
Sovereign	-	13.5
Financial	-	20.73
Metals & Mining	-	6.34
Consumer Staples	-	4.31
Materials	-	2.54
Services	-	9.17
Chemicals	-	2.13
Consumer Discretionary	-	3.29
Technology	-	3.27
Energy	-	0.72
Communication	-	0.35
Healthcare	-	0.15
Automobile	-	0.09