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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) | ₹5691 Cr | ₹5703 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹300 | ₹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 | 1.03% | 1.04% |
| 6 Month | 7.03% | 8.67% |
| 1 Year | 3.2% | 4.24% |
| 3 Year | 9.88% | 10.52% |
| 5 Year | 12.3% | 11.67% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.09% | 1.83% |
| 1 Year | 7.47% | 7.72% |
| 3 Year | 9.55% | 10.41% |
| 5 Year | 9.91% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.44% | 8.96% |
| 3 Year | 9.91% | 9.28% |
| 5 Year | 9.47% | 8.78% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.58% | 4.73% |
| Sharp | 0.65% | 0.9% |
| Beta | - | 0.19% |
| Alpha | - | 3.93% |
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 | 35.21 | 35.45 |
| Large Cap | 57.73 | 36.99 |
| Small Cap | 4.32 | 16.14 |
| Mid Cap | 2.75 | 11.42 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.33 | 27.4 |
| Energy | 7.35 | 5.65 |
| Technology | 5 | 0.07 |
| Industrials | 6.12 | 9.57 |
| Consumer Defensive | 2.96 | 1.47 |
| Basic Materials | 3.31 | 9.83 |
| Financial Services | 23.76 | 24.03 |
| Real Estate | 1.61 | 6.06 |
| Healthcare | 5.7 | 2.24 |
| Consumer Cyclical | 8.47 | 11.47 |
| Utilities | 2.32 | 1.47 |
| Communication Services | 2.05 | 0.73 |
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