- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5738 Cr | ₹839 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 | -0.8% | 0.18% |
| 6 Month | 7.94% | 5.95% |
| 1 Year | 3.71% | 6.36% |
| 3 Year | 10.64% | 8.95% |
| 5 Year | 11.55% | 9.16% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.77% | 1.74% |
| 1 Year | 4.87% | 7.71% |
| 3 Year | 9.7% | 8.86% |
| 5 Year | 9.83% | 8.07% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.96% | 8.05% |
| 3 Year | 9.28% | 7.59% |
| 5 Year | 8.78% | 7.98% |
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 | 1.06% | 0.97% |
| Beta | 0.16% | 0.11% |
| Alpha | 4.6% | 2.55% |
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 | 35.45 | 32.52 |
| Large Cap | 36.99 | 58.43 |
| Mid Cap | 11.42 | 7.76 |
| Small Cap | 16.14 | 1.28 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.46 | 28.15 |
| Energy | 5.65 | 6.89 |
| Basic Materials | 9.83 | 2.68 |
| Healthcare | 2.24 | 2.41 |
| Industrials | 7.52 | 9.35 |
| Consumer Cyclical | 11.47 | 7.07 |
| Financial Services | 24.03 | 25.93 |
| Real Estate | 6.06 | 3.79 |
| Communication Services | 0.73 | 2.82 |
| Utilities | 1.47 | 2.29 |
| Technology | 0.07 | 5.44 |
| Consumer Defensive | 1.47 | 3.17 |
Top Comparisons
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns5.89%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns7.73%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns20.63%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.89%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.17%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns17.29%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.62%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.58%
