Edelweiss Equity Savings Fund vs SBI Equity Savings Fund compare

Edelweiss Equity Savings Fund vs SBI Equity Savings Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4866 Cr	₹439 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	01 May 2015	05 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	1.19	1.56
Manager	Pradeep Kesavan	Dhawal Dalal
ISIN Code	INF200KA1DA4	INF843K01KG9
Exits Load	Exit load of 0.10% if redeemed within 15 days./365	Exit load of 0.25%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	1.08%	1.46%
6 Month	8.11%	8.36%
1 Year	15.94%	17.47%
3 Year	10.42%	9.74%
5 Year	12.07%	11.2%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.52%	7.57%
3 Year	20.51%	18.17%
5 Year	35.97%	31.29%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	11.78%	10.33%
3 Year	28.27%	24.66%
5 Year	38.1%	33.06%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.73%	3.86%
Sharp	0.72%	0.76%
Beta	0.34%	0.73%
Alpha	1.58%	0.63%

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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
Fund Manage	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	26.22	35.98
Large Cap	35.85	43.95
Mid Cap	8.09	15.51
Small Cap	9.59	4.55

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	40.65	56.09
Services	1.62	2.52
Healthcare	3.2959746043559E-17	1.85
Financial	14.68	8.36
Consumer Staples	-6.9388939039072E-17	1.65
Materials	2.35	0.9
Automobile	0.74	2.04
Energy	2.74	2.58
Technology	-9.7144514654701E-17	2.13
Consumer Discretionary	2	-
Metals & Mining	1.08	0.38
Construction	2.55	1.57
Communication	2.95	0.96
Capital Goods	0.71	0.67
Sovereign	6.11	15.22
Textiles	1.57	0.17
Chemicals	-	0.47
Unclassified	-	2.43

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