Aditya Birla Sun Life Equity Savings Fund vs Tata Equity Savings Fund compare
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹542 Cr | ₹156 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Nov 2014 | 26 Apr 1997 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 378% | 59.93% |
| Expense Ratio | 1.11 | 1.11 |
| Manager | Pranav Gupta | Sailesh Jain |
| ISIN Code | INF209KA1TS3 | INF277K01907 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.77% | -0.54% |
| 6 Month | 3.49% | 4.53% |
| 1 Year | 9.56% | 14.32% |
| 3 Year | 5.35% | 8.21% |
| 5 Year | 8.23% | 9.08% |
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.31% | 11.23% |
| 3 Year | 8.82% | 11.17% |
| 5 Year | 8.73% | 10.38% |
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.27% | 6.98% |
| 3 Year | 7.62% | 7.02% |
| 5 Year | 7.18% | 6.87% |
| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.8% | 3.99% |
| Sharp | -0.16% | 0.72% |
| Beta | 0.87% | 0.82% |
| Alpha | -2.22% | 0.33% |
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| Scheme Name | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Pranav Gupta | Sailesh Jain |
| Total AUM | ₹10003 Cr | ₹17041 Cr |
| Fund Manage | 9 | 7 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | -20.86 | 31.53 |
| Large Cap | 48.12 | 54.06 |
| Mid Cap | 15.43 | 11.87 |
| Small Cap | 4.73 | 2.49 |
| Scheme Name |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | -21.6 | 47.79 |
| Petroleum Products | 4.84 | - |
| Electrical Equipment | 0.54 | - |
| IT - Software | 2.86 | - |
| Pharmaceuticals & Biotechnology | 1.91 | - |
| Cement & Cement Products | 2.84 | - |
| Personal Products | 0.17 | - |
| Construction | 1.22 | 2.01 |
| Finance | 7.61 | - |
| Ferrous Metals | 0.27 | - |
| Consumer Durables | 2.79 | - |
| Capital Markets | 0.45 | - |
| Banks | 15.23 | - |
| Diversified FMCG | 2.08 | - |
| Non - Ferrous Metals | 0.2 | - |
| Agricultural Commercial & Construction Vehicles | 0.63 | - |
| Automobiles | 1.74 | - |
| Aerospace & Defense | 1.16 | - |
| Insurance | 0.82 | 1.17 |
| Chemicals & Petrochemicals | 0.53 | - |
| Agricultural Food & other Products | 0.37 | - |
| Gas | 3.21 | - |
| Retailing | 0.87 | - |
| Beverages | 0.12 | - |
| Diversified Metals | 0.06 | - |
| Oil | 0.14 | - |
| Food Products | 0.16 | - |
| Power | 1.7 | - |
| Realty | 3.15 | - |
| Auto Components | 0.08 | - |
| Leisure Services | 0.03 | - |
| Telecom - Services | 0.89 | - |
| Healthcare Services | 0.07 | - |
| Consumable Fuels | 0.13 | - |
| Fertilizers & Agrochemicals | 0.07 | - |
| Transport Services | 0.57 | - |
| Transport Infrastructure | 9.51 | - |
| Financial | - | 8.65 |
| Consumer Staples | - | 2.22 |
| Technology | - | 3.25 |
| Materials | - | 0.58 |
| Communication | - | 1.82 |
| Services | - | 1.78 |
| Healthcare | - | 2.05 |
| Sovereign | - | 6.7 |
| Energy | - | 5.12 |
| Capital Goods | - | 6.77 |
| Automobile | - | 1.64 |
| Unclassified | - | 8.4 |
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