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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) | ₹5703 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 | 1% | 0.79% |
| 6 Month | 8.68% | 4.77% |
| 1 Year | 4.59% | 4.79% |
| 3 Year | 10.75% | 7.05% |
| 5 Year | 11.75% | 8.63% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.83% | 1.5% |
| 1 Year | 7.72% | 6.52% |
| 3 Year | 10.41% | 7.14% |
| 5 Year | 10.13% | 7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.96% | 7.35% |
| 3 Year | 9.28% | 7.32% |
| 5 Year | 8.78% | 7.55% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 2.20% |
| Sharp | 0.9% | 0.10% |
| Beta | 0.19% | - |
| Alpha | 3.93% | - |
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 | 35.45 | 40.19 |
| Large Cap | 36.99 | 53.16 |
| Mid Cap | 11.42 | 6.21 |
| Small Cap | 16.14 | 0.45 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 27.4 | 31.84 |
| Energy | 5.65 | 8.7 |
| Basic Materials | 9.83 | 18.06 |
| Healthcare | 2.24 | 1.45 |
| Industrials | 9.57 | 6.75 |
| Consumer Cyclical | 11.47 | 5.95 |
| Financial Services | 24.03 | 22.61 |
| Real Estate | 6.06 | - |
| Communication Services | 0.73 | 1.76 |
| Utilities | 1.47 | - |
| Technology | 0.07 | 1.78 |
| Consumer Defensive | 1.47 | 1.08 |
Top Comparisons
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UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
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3Y Returns6.26%
