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HDFC Equity Savings Fund vs SBI Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5904 Cr | ₹5997 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 39% |
| Expense Ratio | 1.89 | 1.43 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AM7 | INF200KA1DA4 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.31% | -0.29% |
| 6 Month | 2.63% | 1.18% |
| 1 Year | 6.7% | 4.96% |
| 3 Year | 10.25% | 11.39% |
| 5 Year | 10.64% | 9.68% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.92% | 1.26% |
| 1 Year | 8.28% | 7.38% |
| 3 Year | 8.99% | 9.13% |
| 5 Year | 9.49% | 9.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.35% | 8.64% |
| 3 Year | 9.94% | 9.43% |
| 5 Year | 9.5% | 8.89% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.68% | 4.73% |
| Sharp | 0.9% | 0.99% |
| Beta | 1% | 0.94% |
| Alpha | 0.18% | 1.68% |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.64 | 33.84 |
| Large Cap | 60.08 | 44.55 |
| Small Cap | 3.58 | 10.91 |
| Mid Cap | 2.7 | 10.7 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.77 | 26.94 |
| Energy | 8.21 | 5.73 |
| Technology | 4 | 1.96 |
| Industrials | 7.08 | 6.38 |
| Consumer Defensive | 2.07 | 2.39 |
| Basic Materials | 3.85 | 11.42 |
| Financial Services | 23.99 | 24.9 |
| Real Estate | 1.44 | 4.82 |
| Healthcare | 5.8 | 2.44 |
| Consumer Cyclical | 9.22 | 10.94 |
| Utilities | 2.26 | 0.95 |
| Communication Services | 2.32 | 1.11 |
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