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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) | ₹5997 Cr | ₹1028 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 | 1.43 | 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 | -0.71% | 0.09% |
| 6 Month | 2.59% | 5.19% |
| 1 Year | 4.1% | 8.57% |
| 3 Year | 11.04% | 11.14% |
| 5 Year | 9.95% | 9.93% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.22% | 1.76% |
| 1 Year | 8.41% | 9.94% |
| 3 Year | 9.5% | 10.82% |
| 5 Year | 9.63% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.64% | 8.62% |
| 3 Year | 9.43% | 9.02% |
| 5 Year | 8.89% | 9.16% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.62% |
| Sharp | 0.99% | 1.08% |
| Beta | 0.94% | - |
| Alpha | 1.68% | - |
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 | 33.84 | 36.42 |
| Large Cap | 44.55 | 41.23 |
| Mid Cap | 10.7 | 16.8 |
| Small Cap | 10.91 | 5.55 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.94 | 33.08 |
| Energy | 5.73 | 6.16 |
| Technology | 1.96 | 4.83 |
| Basic Materials | 11.42 | 10.77 |
| Healthcare | 2.44 | 3.43 |
| Industrials | 6.38 | 4.56 |
| Consumer Cyclical | 10.94 | 5.42 |
| Financial Services | 24.9 | 21.93 |
| Real Estate | 4.82 | 0.84 |
| Communication Services | 1.11 | 5.86 |
| Utilities | 0.95 | 1.42 |
| Consumer Defensive | 2.39 | 1.71 |
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