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) | ₹5993 Cr | ₹1732 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 | 1.19% | 0.79% |
| 6 Month | 3.66% | 4% |
| 1 Year | 7.04% | 9.64% |
| 3 Year | 11.6% | 11.22% |
| 5 Year | 10.81% | 11.22% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.66% | 2.23% |
| 1 Year | 9.08% | 11.08% |
| 3 Year | 10.12% | 11.03% |
| 5 Year | 9.97% | 10.47% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 8.72% | 10.61% |
| 3 Year | 9.4% | 11.12% |
| 5 Year | 8.86% | 12.04% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.45% |
| Sharp | 0.93% | 0.80% |
| Beta | 0.89% | - |
| Alpha | 1.37% | - |
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 | 33.42 | 36.73 |
| Large Cap | 40.08 | 49.77 |
| Mid Cap | 11.47 | 7.2 |
| Small Cap | 15.03 | 6.3 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 27.58 | 34.03 |
| Energy | 5.42 | 3.26 |
| Technology | 1.83 | 4.83 |
| Basic Materials | 11.6 | 6.96 |
| Healthcare | 2.46 | 5.56 |
| Industrials | 6.61 | 5.71 |
| Consumer Cyclical | 11.62 | 8.05 |
| Financial Services | 24.2 | 21.81 |
| Real Estate | 4.9 | 1.18 |
| Communication Services | 0.44 | 1.99 |
| Utilities | 1.01 | 3.49 |
| Consumer Defensive | 2.34 | 3.13 |
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