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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) | ₹6169 Cr | ₹265 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 | 1.63% | 2.07% |
| 6 Month | 4.74% | 5.2% |
| 1 Year | 5.31% | 6.68% |
| 3 Year | 11% | 9.99% |
| 5 Year | 11.69% | 8.6% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.2% | 0.36% |
| 1 Year | 5.44% | 5.73% |
| 3 Year | 8.97% | 8.54% |
| 5 Year | 9.31% | 8.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.83% | 9.07% |
| 3 Year | 9.34% | 8.23% |
| 5 Year | 8.82% | 9.19% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.27% | 4.99% |
| Sharp | 0.78% | 0.64% |
| Beta | 0.2% | - |
| Alpha | 3.92% | - |
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 | 35.66 | 35.82 |
| Large Cap | 38.21 | 48.21 |
| Mid Cap | 11.35 | 10.7 |
| Small Cap | 14.78 | 5.28 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.28 | 28.2 |
| Energy | 5.3 | 3.93 |
| Technology | 1.67 | 3.89 |
| Basic Materials | 10.71 | 7.62 |
| Healthcare | 2.26 | 3.44 |
| Industrials | 8.99 | 8.55 |
| Consumer Cyclical | 11.53 | 7.39 |
| Financial Services | 23.49 | 18.8 |
| Real Estate | 5.58 | 6.02 |
| Communication Services | 0.4 | 3.77 |
| Utilities | 1.47 | 5.78 |
| Consumer Defensive | 1.33 | 2.6 |
Top Comparisons
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Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.1%
