Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Equity Savings Fund vs Axis Equity Saver Fund compare

Link copied to clipboard!

tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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 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 2.16% 1.73%
6 Month 0.9% 1.45%
1 Year 7.31% 7.89%
3 Year 10.18% 9.79%
5 Year 12.89% 11.5%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month 2.03% 1.7%
1 Year 4.53% 3.75%
3 Year 10.95% 10.38%
5 Year 10.69% 9.74%

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 0.33% 0.249%
Beta 0.91% -
Alpha 0.71% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 34.27 31.59
Large Cap 42.02 54.98
Small Cap 16.55 6.67
Mid Cap 7.16 6.77

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 33.39 30.3
Communication Services 1.48 2.59
Energy 4.29 9.33
Industrials 6.66 6.57
Technology 1.6 6.7
Consumer Cyclical 12.41 5.6
Healthcare 3.39 5.21
Basic Materials 7.46 6.07
Consumer Defensive 0.13 3.73
Financial Services 27.03 21.62
Utilities 1.36 1.53
Real Estate 0.8 0.76

Top Comparisons

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns21.6%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns22.99%

Compare Now

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.61%

VS

Axis Treasury Advantage Fund - Regular Plan - Growth Option Axis Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns6.92%

Compare Now

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns17.71%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.37%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns8.39%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns8.52%

Compare Now
Add to Cart Successfully