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%

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%

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%

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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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

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

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