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) | ₹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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