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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5431 Cr ₹646 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 1.84% 1.47%
6 Month 3.74% 4.7%
1 Year 7.16% 7.77%
3 Year 13.17% 10.4%
5 Year 12.87% 10.34%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month 5.8% 3.81%
1 Year 10.89% 10.04%
3 Year 12.13% 9.69%
5 Year 11.25% 8.58%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 9.05% 8.16%
3 Year 9.13% 7.53%
5 Year 8.74% 7.89%

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 0.94% 0.78%
Beta 0.91% 0.75%
Alpha 1.22% -0.2%

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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 10.52 -19.11
Large Cap 39.14 53.27
Mid Cap 10.17 13.3
Small Cap 16.53 3.41

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

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

Others 3.25 -23.58
Petroleum Products 5.95 6.66
IT - Software 1.18 2.5
Pharmaceuticals & Biotechnology 0.17 2.29
Cement & Cement Products 2.1 1.89
Construction 3.36 1.37
Ferrous Metals 0.57 2.31
Finance 3.49 4.64
Capital Markets 1.04 0.4
Banks 20.24 21.9
Retailing 0.52 0.79
Non - Ferrous Metals 1.3 0.14
Realty 4.32 4.53
Leisure Services 3.1 -
Consumer Durables 2.68 0.37
Aerospace & Defense 0.52 1.08
Fertilizers & Agrochemicals 1.05 -
Chemicals & Petrochemicals 1.26 -
Transport Infrastructure 4.49 7.57
Automobiles 1.86 5.91
Telecom - Services 1.49 0.74
Insurance 0.08 0.21
Gas 0.05 2.29
Transport Services 1.07 -
Industrial Products 1.34 -
Oil 0.05 1.31
Power 1.54 2.03
Electrical Equipment 0.16 0.05
Personal Products 0.9 -
Textiles & Apparels 2.33 -
Auto Components 3.28 -
Metals & Minerals Trading 0.1 0.1
Consumable Fuels 0.02 0.14
Minerals & Mining 0.1 0.24
Beverages 0.16 -
Healthcare Services 1.24 0.11
Diversified FMCG - 1.74
IT - Services - 0.9
Agricultural Food & other Products - 0.11
Food Products - 0.13

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