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) | ₹5738 Cr | ₹1574 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 | -0.46% | -0.28% |
6 Month | 7.98% | 7.76% |
1 Year | 5.84% | 6.24% |
3 Year | 11.37% | 10.82% |
5 Year | 11.88% | 12.15% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.02% | 2.44% |
1 Year | 5.91% | 7.87% |
3 Year | 10.21% | 10.82% |
5 Year | 10.08% | 10.44% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.96% | 10.94% |
3 Year | 9.28% | 11.12% |
5 Year | 8.78% | 12.01% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.46% |
Sharp | 1.06% | 0.81% |
Beta | 0.16% | - |
Alpha | 4.6% | - |
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 | 35.45 | 35.48 |
Large Cap | 36.99 | 50.69 |
Mid Cap | 11.42 | 6.61 |
Small Cap | 16.14 | 7.22 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 29.46 | 33.46 |
Energy | 5.65 | 4 |
Basic Materials | 9.83 | 6.51 |
Healthcare | 2.24 | 5.1 |
Industrials | 7.52 | 6.44 |
Consumer Cyclical | 11.47 | 7.89 |
Financial Services | 24.03 | 21.98 |
Real Estate | 6.06 | 1.25 |
Communication Services | 0.73 | 1.99 |
Utilities | 1.47 | 4.03 |
Technology | 0.07 | 4.62 |
Consumer Defensive | 1.47 | 2.73 |
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