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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Baroda BNP Paribas 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 Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹5997 Cr ₹281 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 27 May 2015 29 Jul 2019
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 39% 486%
Expense Ratio 1.43 2.48
Manager Pradeep Kesavan Miten Vora
ISIN Code INF200KA1DA4 INF955L01II9
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 Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month -1.06% -0.09%
6 Month 1.81% 3.13%
1 Year 3.51% 5.54%
3 Year 10.91% 10.06%
5 Year 9.87% 8.09%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month 1.22% 2.22%
1 Year 8.41% 10.37%
3 Year 9.5% 9.78%
5 Year 9.63% 9.23%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year 8.64% 8.77%
3 Year 9.43% 8.35%
5 Year 8.89% 9.06%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.73% 5.00%
Sharp 0.99% 0.65%
Beta 0.94% -
Alpha 1.68% -

Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Name Pradeep Kesavan Miten Vora
Total AUM ₹434274 Cr ₹6478 Cr
Funds Managed 43 6
SBI Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 33.84 36.42
Large Cap 44.55 47.54
Mid Cap 10.7 11.74
Small Cap 10.91 4.3

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Others 26.94 29.94
Energy 5.73 3.85
Technology 1.96 5.03
Basic Materials 11.42 7.23
Healthcare 2.44 3.1
Industrials 6.38 8.61
Consumer Cyclical 10.94 7.31
Financial Services 24.9 20.09
Real Estate 4.82 4.38
Communication Services 1.11 3.97
Utilities 0.95 4.66
Consumer Defensive 2.39 1.84

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