PGIM India Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹5705 Cr | ₹90 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 14 Feb 2025 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 69% |
Expense Ratio | 1.42 | 1.32 |
Manager | Pradeep Kesavan | Puneet Pal |
ISIN Code | INF200KA1DA4 | INF223J01FB7 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Month | 2.16% | 1.27% |
6 Month | 0.9% | 3.05% |
1 Year | 7.31% | 6.97% |
3 Year | 10.18% | 6.79% |
5 Year | 12.89% | 9.37% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
6 Month | 2.03% | 2.16% |
1 Year | 4.53% | 6.15% |
3 Year | 10.95% | 7.49% |
5 Year | 10.69% | 7.6% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Year | 9.28% | 7.48% |
3 Year | 9.03% | 7.33% |
5 Year | 8.69% | 7.5% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Standard Deviation | 4.73% | 2.237% |
Sharp | 0.33% | -0.182% |
Beta | 0.91% | - |
Alpha | 0.71% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Puneet Pal |
Total AUM | ₹434274 Cr | ₹20950 Cr |
Funds Managed | 43 | 19 |
SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 34.27 | 31.03 |
Large Cap | 42.02 | 62.75 |
Small Cap | 16.55 | 0.46 |
Mid Cap | 7.16 | 5.75 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 33.39 | 30.87 |
Communication Services | 1.48 | 1.81 |
Energy | 4.29 | 9.37 |
Industrials | 6.66 | 7.21 |
Technology | 1.6 | 2.58 |
Consumer Cyclical | 12.41 | 6.08 |
Healthcare | 3.39 | 1.32 |
Basic Materials | 7.46 | 16.21 |
Consumer Defensive | 0.13 | 1.15 |
Financial Services | 27.03 | 23.4 |
Utilities | 1.36 | - |
Real Estate | 0.8 | - |
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