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Edelweiss Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5705 Cr | ₹572 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 87% |
| Expense Ratio | 1.42 | 1.6 |
| Manager | Pradeep Kesavan | Dhawal Dalal |
| ISIN Code | INF200KA1DA4 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.16% | 1.3% |
| 6 Month | 0.9% | 2.88% |
| 1 Year | 7.31% | 9.39% |
| 3 Year | 10.18% | 10.28% |
| 5 Year | 12.89% | 11.11% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.03% | 2.4% |
| 1 Year | 4.53% | 6.98% |
| 3 Year | 10.95% | 11.38% |
| 5 Year | 10.69% | 10.41% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.28% | 8.68% |
| 3 Year | 9.03% | 8.78% |
| 5 Year | 8.69% | 8.77% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 4.089% |
| Sharp | 0.33% | 0.716% |
| Beta | 0.91% | - |
| Alpha | 0.71% | - |
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Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Dhawal Dalal |
| Total AUM | ₹434274 Cr | ₹25974 Cr |
| Funds Managed | 43 | 12 |
| SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.27 | 34.35 |
| Large Cap | 42.02 | 46.78 |
| Small Cap | 16.55 | 6.5 |
| Mid Cap | 7.16 | 12.37 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.39 | 31.74 |
| Communication Services | 1.48 | 2.02 |
| Energy | 4.29 | 10.61 |
| Industrials | 6.66 | 8.32 |
| Technology | 1.6 | 3.67 |
| Consumer Cyclical | 12.41 | 9.31 |
| Healthcare | 3.39 | 3.58 |
| Basic Materials | 7.46 | 8.54 |
| Consumer Defensive | 0.13 | 1.94 |
| Financial Services | 27.03 | 17.32 |
| Utilities | 1.36 | 2.52 |
| Real Estate | 0.8 | 0.45 |
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