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) | ₹5738 Cr | ₹261 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | -0.8% | -0.79% |
6 Month | 7.94% | 7.45% |
1 Year | 3.71% | 3.62% |
3 Year | 10.64% | 9.61% |
5 Year | 11.55% | 8.11% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.77% | 0.74% |
1 Year | 4.87% | 4.88% |
3 Year | 9.7% | 9.01% |
5 Year | 9.83% | 8.6% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.96% | 9.21% |
3 Year | 9.28% | 8.13% |
5 Year | 8.78% | 9.28% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 4.95% |
Sharp | 1.06% | 0.67% |
Beta | 0.16% | - |
Alpha | 4.6% | - |
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 | 35.45 | 35.85 |
Large Cap | 36.99 | 49.22 |
Mid Cap | 11.42 | 9.78 |
Small Cap | 16.14 | 5.15 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 29.46 | 29.05 |
Energy | 5.65 | 5.06 |
Basic Materials | 9.83 | 7.32 |
Healthcare | 2.24 | 3.88 |
Industrials | 7.52 | 8.3 |
Consumer Cyclical | 11.47 | 5.46 |
Financial Services | 24.03 | 19.28 |
Real Estate | 6.06 | 5.96 |
Communication Services | 0.73 | 3.9 |
Utilities | 1.47 | 5.85 |
Technology | 0.07 | 3.27 |
Consumer Defensive | 1.47 | 2.68 |
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