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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) | ₹5586 Cr | ₹73 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 | -0.65% | - |
| 6 Month | 5.99% | 3.9% |
| 1 Year | 5.33% | 5.68% |
| 3 Year | 11.58% | 7.3% |
| 5 Year | 12.21% | 8.99% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 3.56% | 1.92% |
| 1 Year | 8.19% | 6.4% |
| 3 Year | 11.28% | 7.39% |
| 5 Year | 10.76% | 7.31% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 9.05% | 7.4% |
| 3 Year | 9.13% | 7.31% |
| 5 Year | 8.74% | 7.53% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 2.18% |
| Sharp | 1.33% | 0.46% |
| Beta | 0.86% | - |
| Alpha | 2.09% | - |
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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 | 34.23 | 38.17 |
| Large Cap | 37.88 | 55.1 |
| Mid Cap | 11.26 | 6.31 |
| Small Cap | 16.63 | 0.42 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 28.14 | 29.31 |
| Energy | 6.25 | 9.81 |
| Technology | 0.02 | 1.95 |
| Healthcare | 2.36 | 1.41 |
| Basic Materials | 7.38 | 17.97 |
| Industrials | 7.86 | 7.15 |
| Consumer Cyclical | 12.28 | 6.24 |
| Financial Services | 25.73 | 23.28 |
| Real Estate | 6.22 | - |
| Communication Services | 1.14 | 1.85 |
| Utilities | 1.61 | - |
| Consumer Defensive | 1.01 | 1.02 |
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