SBI Equity Savings Fund vs Axis Equity Saver Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5705 Cr | ₹968 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 May 2015 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 34.8% |
Expense Ratio | 1.42 | 2.26 |
Manager | Pradeep Kesavan | Hardik Shah |
ISIN Code | INF200KA1DA4 | INF846K01VO3 |
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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.15% | 0.69% |
6 Month | 2.63% | 1.91% |
1 Year | 8.7% | 7.69% |
3 Year | 11.64% | 10.81% |
5 Year | 14.04% | 12.55% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.79% | 2.82% |
1 Year | 7.47% | 5.64% |
3 Year | 11.72% | 10.66% |
5 Year | 11.03% | 9.81% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.28% | 8.85% |
3 Year | 9.03% | 8.69% |
5 Year | 8.69% | 8.9% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 5.953% |
Sharp | 0.67% | 0.249% |
Beta | 0.93% | - |
Alpha | 0.67% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Hardik Shah |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 12 |
SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 3.98 | 31.59 |
Large Cap | 44.38 | 54.98 |
Mid Cap | 7.94 | 6.77 |
Small Cap | 15.61 | 6.67 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -2.92 | 30.3 |
Telecom - Services | 1.48 | - |
Petroleum Products | 5.74 | - |
Electrical Equipment | 0.26 | - |
IT - Software | 1.43 | - |
Pharmaceuticals & Biotechnology | 0.82 | - |
Cement & Cement Products | 2.65 | - |
Construction | 3.13 | - |
Ferrous Metals | 0.55 | - |
Finance | 3.12 | - |
Capital Markets | 0.97 | - |
Banks | 22.51 | - |
Retailing | 0.58 | - |
Non - Ferrous Metals | 1.74 | - |
Realty | 3.85 | - |
Leisure Services | 2.95 | - |
Consumer Durables | 1.86 | - |
Aerospace & Defense | 0.42 | - |
Fertilizers & Agrochemicals | 0.9 | - |
Chemicals & Petrochemicals | 1.22 | - |
Transport Infrastructure | 4.33 | - |
Automobiles | 3.26 | - |
Insurance | 0.17 | - |
Gas | 0.04 | - |
Transport Services | 0.9 | - |
Industrial Products | 1.11 | - |
Diversified Metals | 0.05 | - |
Oil | 0.1 | - |
Power | 1.49 | - |
Textiles & Apparels | 2.13 | - |
Household Products | 0.31 | - |
Auto Components | 2.47 | - |
Metals & Minerals Trading | 0.09 | - |
Healthcare Services | 1.94 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.1 | - |
Beverages | 0.14 | - |
Energy | - | 9.33 |
Industrials | - | 6.57 |
Technology | - | 6.7 |
Consumer Cyclical | - | 5.6 |
Basic Materials | - | 6.07 |
Healthcare | - | 5.21 |
Financial Services | - | 21.62 |
Consumer Defensive | - | 3.73 |
Utilities | - | 1.53 |
Real Estate | - | 0.76 |
Communication Services | - | 2.59 |
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