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Axis Equity Saver Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5919 Cr | ₹927 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 34.8% |
| Expense Ratio | 1.43 | 2.26 |
| Manager | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200KA1DA4 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | - | -0.79% |
| 6 Month | 1.68% | 1.9% |
| 1 Year | 7.28% | 5.73% |
| 3 Year | 11.5% | 10.32% |
| 5 Year | 9.78% | 8.89% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.03% | -0.44% |
| 1 Year | 4.12% | 3.19% |
| 3 Year | 8.02% | 7.44% |
| 5 Year | 8.94% | 7.98% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.62% | 8.33% |
| 3 Year | 9.48% | 8.84% |
| 5 Year | 8.92% | 9.1% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.7% |
| Sharp | 1.01% | 0.86% |
| Beta | 0.94% | 1.13% |
| Alpha | 1.46% | -0.34% |
Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 12 |
| SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.63 | 30.97 |
| Large Cap | 54.33 | 56.16 |
| Mid Cap | 8.63 | 6.71 |
| Small Cap | 3.4 | 6.16 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.01 | 27.51 |
| Energy | 5.72 | 10.31 |
| Technology | 2.46 | 3.21 |
| Basic Materials | 7.85 | 5.21 |
| Healthcare | 1.99 | 6.5 |
| Consumer Defensive | 2.77 | 2.29 |
| Industrials | 4.89 | 6.86 |
| Consumer Cyclical | 8.07 | 7.67 |
| Financial Services | 28.91 | 25.47 |
| Real Estate | 5.43 | 1.27 |
| Communication Services | 2.94 | 3.04 |
| Utilities | 0.98 | 0.66 |
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