SBI Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderate Risk |
Asset Size (Cr) | ₹5705 Cr | ₹2417 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 May 2015 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 444% |
Expense Ratio | 1.42 | 1.32 |
Manager | Pradeep Kesavan | Kedar Karnik |
ISIN Code | INF200KA1DA4 | INF740KA1439 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -1.22% | 0.28% |
6 Month | -0.85% | 1.87% |
1 Year | 6.36% | 10.93% |
3 Year | 8.75% | 8.85% |
5 Year | 9.97% | 9.35% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.31% | 8.3% |
3 Year | 10.61% | 10.97% |
5 Year | 10.81% | 10.67% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.28% | 8.52% |
3 Year | 9.03% | 8.4% |
5 Year | 8.69% | 7.94% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 4.23% |
Sharp | 0.48% | 0.58% |
Beta | 0.83% | 0.81% |
Alpha | 0.88% | -0.03% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Kedar Karnik |
Total AUM | ₹434274 Cr | ₹32997 Cr |
Fund Manage | 43 | 11 |
SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -7.3 | -6.43 |
Large Cap | 37.02 | 50.67 |
Small Cap | 20.78 | 8.11 |
Mid Cap | 13.35 | 9.65 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -7.3 | -6.43 |
Telecom - Services | 1.69 | 4.24 |
Petroleum Products | 2.35 | 3.22 |
Electrical Equipment | 0.45 | 0.23 |
IT - Software | 1.83 | 2.39 |
Pharmaceuticals & Biotechnology | 1.38 | 2.97 |
Industrial Manufacturing | 0.6 | - |
Cement & Cement Products | 0.91 | 0.66 |
Personal Products | 0.09 | 0.01 |
Construction | 1.81 | 2.44 |
Ferrous Metals | 0.64 | 0.84 |
Finance | 5.11 | 3.8 |
Capital Markets | 0.98 | 0.25 |
Banks | 19.06 | 18.24 |
Retailing | 0.99 | 0.21 |
Non - Ferrous Metals | 2.78 | 0.63 |
Realty | 1.94 | 2.01 |
Leisure Services | 1.81 | 0.46 |
Consumer Durables | 2.76 | 1.66 |
Aerospace & Defense | 0.65 | 1.15 |
Fertilizers & Agrochemicals | 0.86 | 0.66 |
Chemicals & Petrochemicals | 1.48 | 0.87 |
Transport Infrastructure | 4.99 | 0.31 |
Automobiles | 3.02 | 5.28 |
Transport Services | 1.24 | - |
Insurance | 0.1 | 2.13 |
Gas | 1 | 0.08 |
Diversified FMCG | 0.04 | 1.92 |
Industrial Products | 1.72 | 0.08 |
Diversified Metals | 0.05 | 1.64 |
Oil | 0.11 | 0.45 |
Food Products | 0.09 | 0.06 |
Power | 0.91 | 1.94 |
Household Products | 0.91 | - |
Auto Components | 2.79 | 1.1 |
Financial Technology (Fintech) | 0.61 | - |
Metals & Minerals Trading | 0.16 | 4.56 |
Healthcare Services | 0.97 | 0.3 |
Consumable Fuels | 0.17 | - |
Minerals & Mining | 0.13 | 0.37 |
Textiles & Apparels | 1.83 | - |
Beverages | 0.14 | 0.21 |
Agricultural, Commercial & Construction Vehicles | - | 0.07 |
Diversified | - | 0.45 |
Commercial Services & Supplies | - | 0.54 |
Top Comparisons
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns15.67%
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.03%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
HSBC Value Fund - Regular Growth
3Y Returns18.49%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns18.42%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
HDFC Low Duration Fund - Growth
3Y Returns6.29%
UTI Low Duration Fund- Discontinued Growth Option
3Y Returns6.11%