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

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

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Overview

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	Moderate	Moderate
Asset Size (Cr)	₹647 Cr	₹216 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	28 Nov 2014	18 Aug 2003
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	1.12	1.13
Manager	Pranav Gupta	Sailesh Jain
ISIN Code	INF209KA1TS3	INF277K01907
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	Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	0.62%	0.86%
6 Month	3.15%	3.43%
1 Year	8.71%	11.86%
3 Year	6.43%	9.12%
5 Year	8.52%	9.29%

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	7.26%	9.63%
3 Year	8.82%	11.11%
5 Year	8.71%	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	-0.11%	0.72%
Beta	0.87%	0.82%
Alpha	-2.26%	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	-22.46	30.31
Large Cap	52.8	14.56
Mid Cap	11.54	4.11
Small Cap	7.36	1.34

Scheme Name	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	-22.46	30.31
Petroleum Products	5.47	1.75
Electrical Equipment	0.42	0.36
IT - Software	2.3	2.76
Pharmaceuticals & Biotechnology	1.75	1.32
Cement & Cement Products	2.31	0.49
Personal Products	0.13	-
Construction	1.47	0.85
Finance	5.39	0.92
Ferrous Metals	0.24	0.2
Consumer Durables	1.61	0.7
Capital Markets	0.43	-
Banks	16.31	5.18
Diversified FMCG	4.43	0.67
Non - Ferrous Metals	0.19	-
Automobiles	4.58	0.3
Aerospace & Defense	0.93	-
Insurance	0.75	-0.01
Realty	6.08	-
Gas	2.46	-
Agricultural Food & other Products	0.09	-
Retailing	0.89	-
Beverages	0.11	-
Diversified Metals	0.06	-
Agricultural, Commercial & Construction Vehicles	0.06	0.45
Oil	0.1	-
Food Products	0.15	-
Power	2.33	1.04
Chemicals & Petrochemicals	0.08	-
Auto Components	0.07	0.56
Leisure Services	0.02	-
Telecom - Services	2.65	0.85
Healthcare Services	0.07	-
Consumable Fuels	0.1	-
Fertilizers & Agrochemicals	0.06	-
Transport Services	0.47	0.41
Transport Infrastructure	7.14	-0.03
Industrial Products	-	0.44
Financial Technology (Fintech)	-	0.34
Industrial Manufacturing	-	0.46