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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) | ₹5738 Cr | ₹945 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 | 1.43 | 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 | -1.26% | -0.18% |
| 6 Month | 7.08% | 4.41% |
| 1 Year | 5.74% | 4.11% |
| 3 Year | 11.12% | 9.3% |
| 5 Year | 11.95% | 10.61% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.02% | 1.64% |
| 1 Year | 5.91% | 4.2% |
| 3 Year | 10.21% | 9.17% |
| 5 Year | 10.08% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.96% | 8.63% |
| 3 Year | 9.28% | 8.73% |
| 5 Year | 8.78% | 9.04% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.25% |
| Sharp | 1.06% | 0.59% |
| Beta | 0.16% | - |
| Alpha | 4.6% | - |
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 | 35.45 | 34.05 |
| Large Cap | 36.99 | 53.77 |
| Mid Cap | 11.42 | 6.62 |
| Small Cap | 16.14 | 5.56 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.46 | 32.06 |
| Energy | 5.65 | 9.07 |
| Basic Materials | 9.83 | 5.02 |
| Healthcare | 2.24 | 6.2 |
| Industrials | 7.52 | 5.2 |
| Consumer Cyclical | 11.47 | 5 |
| Financial Services | 24.03 | 23.24 |
| Real Estate | 6.06 | 0.39 |
| Communication Services | 0.73 | 2.96 |
| Utilities | 1.47 | 1.33 |
| Technology | 0.07 | 6.56 |
| Consumer Defensive | 1.47 | 2.97 |
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