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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) | ₹6169 Cr | ₹912 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 | 0.46% | 0.9% |
| 6 Month | 5.11% | 5.38% |
| 1 Year | 4.41% | 7.85% |
| 3 Year | 11.13% | 9.32% |
| 5 Year | 11.67% | 9.55% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.1% | 2.26% |
| 1 Year | 7.73% | 9.94% |
| 3 Year | 10.1% | 9.38% |
| 5 Year | 9.98% | 8.31% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.83% | 7.98% |
| 3 Year | 9.34% | 7.63% |
| 5 Year | 8.82% | 8.03% |
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 | 0.89% | 0.98% |
| Beta | 0.2% | 0.12% |
| Alpha | 3.92% | 2.62% |
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 | 35.66 | 29.71 |
| Large Cap | 38.21 | 58.41 |
| Mid Cap | 11.35 | 7.79 |
| Small Cap | 14.78 | 4.09 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.28 | 25.42 |
| Energy | 5.3 | 6.39 |
| Technology | 1.67 | 4.55 |
| Basic Materials | 10.71 | 2.83 |
| Healthcare | 2.26 | 1.94 |
| Industrials | 8.99 | 9.9 |
| Consumer Cyclical | 11.53 | 7.64 |
| Financial Services | 23.49 | 29.01 |
| Real Estate | 5.58 | 3.14 |
| Communication Services | 0.4 | 3.13 |
| Utilities | 1.47 | 2.68 |
| Consumer Defensive | 1.33 | 3.37 |
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