SBI Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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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