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SBI Equity Savings Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5703 Cr | ₹857 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 May 2015 | 28 Nov 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 378% |
| Expense Ratio | 1.43 | 1.12 |
| Manager | Pradeep Kesavan | Pranav Gupta |
| ISIN Code | INF200KA1DA4 | INF209KA1TS3 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.38% | 1% |
| 6 Month | 9.03% | 6.59% |
| 1 Year | 4.66% | 6.85% |
| 3 Year | 10.9% | 8.96% |
| 5 Year | 11.69% | 9.31% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.83% | 2.25% |
| 1 Year | 7.72% | 9.15% |
| 3 Year | 10.41% | 9.18% |
| 5 Year | 10.13% | 8.17% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.96% | 8.05% |
| 3 Year | 9.28% | 7.59% |
| 5 Year | 8.78% | 7.98% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 4.8% |
| Sharp | 0.9% | 0.86% |
| Beta | 0.19% | 0.1% |
| Alpha | 3.93% | 2.35% |
Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Pranav Gupta |
| Total AUM | ₹434274 Cr | ₹10003 Cr |
| Funds Managed | 43 | 9 |
| SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.45 | 32.52 |
| Large Cap | 36.99 | 58.43 |
| Mid Cap | 11.42 | 7.76 |
| Small Cap | 16.14 | 1.28 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.4 | 28.15 |
| Energy | 5.65 | 6.89 |
| Basic Materials | 9.83 | 2.68 |
| Healthcare | 2.24 | 2.41 |
| Industrials | 9.57 | 9.35 |
| Consumer Cyclical | 11.47 | 7.07 |
| Financial Services | 24.03 | 25.93 |
| Real Estate | 6.06 | 3.79 |
| Communication Services | 0.73 | 2.82 |
| Utilities | 1.47 | 2.29 |
| Technology | 0.07 | 5.44 |
| Consumer Defensive | 1.47 | 3.17 |
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