Aditya Birla Sun Life Equity Savings Fund vs SBI Equity Savings Fund compare

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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 Low to Moderate
Asset Size (Cr) ₹4866 Cr ₹542 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 May 2015 10 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 1.19 1.11
Manager Pradeep Kesavan Pranav Gupta
ISIN Code INF200KA1DA4 INF209KA1TS3
Exits Load Exit load of 0.10% if redeemed within 15 days./365 Exit load of 0.25%, if redeemed within 7 days./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 1.97% 1.32%
6 Month 8.24% 6.18%
1 Year 15.61% 10.82%
3 Year 10.41% 5.85%
5 Year 12.3% 9.66%

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 Year 7.52% 5.13%
3 Year 20.51% 13.09%
5 Year 35.97% 24.63%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 11.78% 8.96%
3 Year 28.27% 19.63%
5 Year 38.1% 25.67%

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 0.87% 0.09%
Beta 0.81% 0.88%
Alpha 1.67% -2.46%

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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
Fund Manage 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 26.22 -20.86
Large Cap 35.85 48.12
Small Cap 9.59 4.73
Mid Cap 8.09 15.43

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

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

Others 40.65 -21.6
Financial 14.68 -
Energy 2.74 -
Sovereign 6.11 -
Services 1.62 -
Communication 2.95 -
Metals & Mining 1.08 -
Construction 2.55 1.22
Consumer Discretionary 2 -
Materials 2.35 -
Textiles 1.57 -
Automobile 0.74 -
Capital Goods 0.71 -
Technology -1.1102230246252E-16 -
Healthcare 0 -
Consumer Staples 5.5511151231258E-17 -
Banks - 15.23
Transport Infrastructure - 9.51
Petroleum Products - 4.84
Realty - 3.15
Finance - 7.61
Gas - 3.21
Consumer Durables - 2.79
Cement & Cement Products - 2.84
Diversified FMCG - 2.08
IT - Software - 2.86
Power - 1.7
Automobiles - 1.74
Telecom - Services - 0.89
Aerospace & Defense - 1.16
Agricultural Commercial & Construction Vehicles - 0.63
Insurance - 0.82
Transport Services - 0.57
Retailing - 0.87
Pharmaceuticals & Biotechnology - 1.91
Chemicals & Petrochemicals - 0.53
Capital Markets - 0.45
Electrical Equipment - 0.54
Agricultural Food & other Products - 0.37
Non - Ferrous Metals - 0.2
Oil - 0.14
Ferrous Metals - 0.27
Consumable Fuels - 0.13
Food Products - 0.16
Beverages - 0.12
Healthcare Services - 0.07
Diversified Metals - 0.06
Personal Products - 0.17
Auto Components - 0.08
Fertilizers & Agrochemicals - 0.07
Leisure Services - 0.03

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