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) | ₹5997 Cr | ₹1814 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -0.29% | 0.5% |
| 6 Month | 1.18% | 2.81% |
| 1 Year | 4.96% | 8.48% |
| 3 Year | 11.39% | 11.32% |
| 5 Year | 9.68% | 10.58% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.26% | 2.2% |
| 1 Year | 7.38% | 10.16% |
| 3 Year | 9.13% | 10.57% |
| 5 Year | 9.51% | 10.3% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.64% | 10.44% |
| 3 Year | 9.43% | 11.11% |
| 5 Year | 8.89% | 11.99% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.04% |
| Sharp | 0.99% | 0.9% |
| Beta | 0.94% | 1.18% |
| Alpha | 1.68% | 0.45% |
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 | 33.84 | 37.67 |
| Large Cap | 44.55 | 49.14 |
| Mid Cap | 10.7 | 7.06 |
| Small Cap | 10.91 | 6.13 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 26.94 | 35 |
| Energy | 5.73 | 3.52 |
| Technology | 1.96 | 4.93 |
| Basic Materials | 11.42 | 6.56 |
| Healthcare | 2.44 | 5.51 |
| Industrials | 6.38 | 5.64 |
| Consumer Cyclical | 10.94 | 8 |
| Financial Services | 24.9 | 21.69 |
| Real Estate | 4.82 | 1.04 |
| Communication Services | 1.11 | 1.98 |
| Utilities | 0.95 | 3.18 |
| Consumer Defensive | 2.39 | 2.95 |
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