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 | 3.07% | 1.97% |
6 Month | 3.15% | 4.97% |
1 Year | 9.44% | 10.38% |
3 Year | 12.28% | 11.59% |
5 Year | 14.03% | 11.89% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.79% | 3.18% |
1 Year | 7.47% | 8.44% |
3 Year | 11.72% | 11.68% |
5 Year | 11.03% | 10.52% |
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 | 0.67% | 0.716% |
Beta | 0.93% | - |
Alpha | 0.67% | - |
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 | 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 | 3.98 | 34.35 |
Large Cap | 44.38 | 46.78 |
Mid Cap | 7.94 | 12.37 |
Small Cap | 15.61 | 6.5 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | -2.92 | 31.74 |
Telecom - Services | 1.48 | - |
Petroleum Products | 5.74 | - |
Electrical Equipment | 0.26 | - |
IT - Software | 1.43 | - |
Pharmaceuticals & Biotechnology | 0.82 | - |
Cement & Cement Products | 2.65 | - |
Construction | 3.13 | - |
Ferrous Metals | 0.55 | - |
Finance | 3.12 | - |
Capital Markets | 0.97 | - |
Banks | 22.51 | - |
Retailing | 0.58 | - |
Non - Ferrous Metals | 1.74 | - |
Realty | 3.85 | - |
Leisure Services | 2.95 | - |
Consumer Durables | 1.86 | - |
Aerospace & Defense | 0.42 | - |
Fertilizers & Agrochemicals | 0.9 | - |
Chemicals & Petrochemicals | 1.22 | - |
Transport Infrastructure | 4.33 | - |
Automobiles | 3.26 | - |
Insurance | 0.17 | - |
Gas | 0.04 | - |
Transport Services | 0.9 | - |
Industrial Products | 1.11 | - |
Diversified Metals | 0.05 | - |
Oil | 0.1 | - |
Power | 1.49 | - |
Textiles & Apparels | 2.13 | - |
Household Products | 0.31 | - |
Auto Components | 2.47 | - |
Metals & Minerals Trading | 0.09 | - |
Healthcare Services | 1.94 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.1 | - |
Beverages | 0.14 | - |
Basic Materials | - | 8.54 |
Energy | - | 10.61 |
Industrials | - | 8.32 |
Technology | - | 3.67 |
Healthcare | - | 3.58 |
Financial Services | - | 17.32 |
Consumer Defensive | - | 1.94 |
Consumer Cyclical | - | 9.31 |
Utilities | - | 2.52 |
Real Estate | - | 0.45 |
Communication Services | - | 2.02 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns13.94%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns23.6%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns26.29%
ITI Arbitrage Fund Regular - Growth
3Y Returns5.96%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.68%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.92%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.58%