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Mirae Asset Equity Savings Fund vs SBI Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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Chart Comparison

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

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) ₹6169 Cr ₹1670 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 1.43 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 2.19% 2.07%
6 Month 4.57% 5.47%
1 Year 6.26% 8.17%
3 Year 11.16% 11.42%
5 Year 11.69% 12.04%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month 1.59% 2.07%
1 Year 8.73% 10.56%
3 Year 10.37% 11.14%
5 Year 10.13% 10.61%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year 8.83% 10.79%
3 Year 9.34% 11.06%
5 Year 8.82% 12.06%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation 4.73% 5.43%
Sharp 0.89% 0.78%
Beta 0.2% -
Alpha 3.92% -

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 35.66 35.9
Large Cap 38.21 50.05
Mid Cap 11.35 7.18
Small Cap 14.78 6.87

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Others 27.28 33.76
Energy 5.3 3.9
Technology 1.67 4.27
Basic Materials 10.71 6.79
Healthcare 2.26 5.55
Industrials 8.99 6.02
Consumer Cyclical 11.53 8.88
Financial Services 23.49 20.53
Real Estate 5.58 1.12
Communication Services 0.4 2.19
Utilities 1.47 3.79
Consumer Defensive 1.33 3.19

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