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SBI Equity Savings Fund - Regular Plan - Growth

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DSP 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	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	Moderate
Asset Size (Cr)	₹6169 Cr	₹3773 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	1.43	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	1.63%	0.8%
6 Month	4.74%	2.1%
1 Year	5.31%	4.98%
3 Year	11%	9.89%
5 Year	11.69%	10.7%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
6 Month	0.2%	0.39%
1 Year	5.44%	4.44%
3 Year	8.97%	8.82%
5 Year	9.31%	8.87%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
1 Year	8.83%	8.66%
3 Year	9.34%	8.68%
5 Year	8.82%	8.16%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.73%	3.65%
Sharp	0.89%	0.83%
Beta	0.2%	-
Alpha	3.92%	-

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
Funds Managed	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	35.66	34.83
Large Cap	38.21	55.48
Mid Cap	11.35	6.04
Small Cap	14.78	3.65

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	DSP Equity Savings Fund - Regular Plan - Growth
Others	27.28	30.89
Energy	5.3	6.63
Technology	1.67	5.25
Basic Materials	10.71	3.45
Healthcare	2.26	5.88
Industrials	8.99	2.98
Consumer Cyclical	11.53	6.96
Financial Services	23.49	25.71
Real Estate	5.58	1.39
Communication Services	0.4	4.17
Utilities	1.47	3.21
Consumer Defensive	1.33	3.47

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