Mirae Asset Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5705 Cr | ₹1371 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | 39% | 620% |
Expense Ratio | 1.42 | 1.32 |
Manager | Pradeep Kesavan | Mahendra Kumar Jajoo |
ISIN Code | INF200KA1DA4 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 1.72% | 1.28% |
6 Month | 1.6% | 2.76% |
1 Year | 7.29% | 8.67% |
3 Year | 12.64% | 12.7% |
5 Year | 13.3% | 13.79% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 4.87% | 4.76% |
1 Year | 8.51% | 9.27% |
3 Year | 11.63% | 11.71% |
5 Year | 10.95% | 11.07% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 9.05% | 11.15% |
3 Year | 9.13% | 10.98% |
5 Year | 8.74% | 11.87% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.742% |
Sharp | 0.94% | 0.406% |
Beta | 0.91% | - |
Alpha | 1.22% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Pradeep Kesavan | Mahendra Kumar Jajoo |
Total AUM | ₹434274 Cr | ₹8876 Cr |
Funds Managed | 43 | 4 |
SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 9.46 | 30.93 |
Large Cap | 41.39 | 53.76 |
Mid Cap | 9.32 | 7.48 |
Small Cap | 15.53 | 7.82 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 2.16 | 29.65 |
Telecom - Services | 1.63 | - |
Petroleum Products | 5.89 | - |
IT - Software | 1.09 | - |
Pharmaceuticals & Biotechnology | 0.16 | - |
Cement & Cement Products | 2.1 | - |
Construction | 3.14 | - |
Ferrous Metals | 0.53 | - |
Finance | 3.42 | - |
Capital Markets | 1.09 | - |
Banks | 22.89 | - |
Retailing | 0.5 | - |
Non - Ferrous Metals | 1.18 | - |
Realty | 4.09 | - |
Leisure Services | 3.22 | - |
Consumer Durables | 1.89 | - |
Aerospace & Defense | 0.47 | - |
Fertilizers & Agrochemicals | 1.09 | - |
Chemicals & Petrochemicals | 1.25 | - |
Transport Infrastructure | 4.61 | - |
Automobiles | 1.85 | - |
Insurance | 0.16 | - |
Gas | 0.05 | - |
Transport Services | 1.01 | - |
Industrial Products | 1.16 | - |
Oil | 0.05 | - |
Power | 1.58 | - |
Electrical Equipment | 0.26 | - |
Textiles & Apparels | 2.17 | - |
Auto Components | 2.86 | - |
Metals & Minerals Trading | 0.09 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.09 | - |
Beverages | 0.16 | - |
Healthcare Services | 1.79 | - |
Energy | - | 4.71 |
Utilities | - | 3.68 |
Industrials | - | 7 |
Technology | - | 8.79 |
Consumer Cyclical | - | 7.7 |
Basic Materials | - | 5.93 |
Healthcare | - | 6.04 |
Consumer Defensive | - | 2.66 |
Financial Services | - | 20.06 |
Communication Services | - | 2.23 |
Real Estate | - | 1.56 |
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