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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
Quant Flexi Cap Fund-Growth
3Y Returns23.9%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns22.49%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns22.03%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns25.94%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
HDFC Gilt Fund - Growth Plan
3Y Returns7.86%
Invesco India GILT Fund - Growth
3Y Returns7.55%