Link copied to clipboard!

SBI Equity Savings Fund - Regular Plan - Growth

Invest Now

PGIM India Equity Savings Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5919 Cr	₹67 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	1.43	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	-0.66%	-0.45%
6 Month	0.03%	1.52%
1 Year	6%	5.84%
3 Year	11.04%	6.79%
5 Year	9.04%	6.92%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
6 Month	0.43%	0.78%
1 Year	5.77%	4.98%
3 Year	8.46%	6.4%
5 Year	9.14%	6.48%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
1 Year	8.62%	7.24%
3 Year	9.48%	7.29%
5 Year	8.92%	7.59%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
Standard Deviation	4.73%	2.06%
Sharp	1.01%	0.58%
Beta	0.94%	0.5%
Alpha	1.46%	-0.78%

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	33.63	34.37
Large Cap	54.33	57.96
Mid Cap	8.63	7.18
Small Cap	3.4	0.5

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	PGIM India Equity Savings Fund - Growth Option
Others	28.01	24.49
Energy	5.72	9.74
Technology	2.46	2.09
Basic Materials	7.85	20.5
Healthcare	1.99	1.55
Consumer Defensive	2.77	1.16
Industrials	4.89	7.56
Consumer Cyclical	8.07	7.7
Financial Services	28.91	23.11
Real Estate	5.43	-
Communication Services	2.94	2.11
Utilities	0.98	-

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns21.72%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns14.07%

Compare Now

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.44%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.78%

Compare Now

PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns10.37%

VS

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns15.34%

Compare Now

SBI Arbitrage Opportunities Fund - Regular Plan - Gr

3Y Returns7.12%

VS

Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.91%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully