SBI Equity Savings Fund vs Axis Equity Saver Fund compare

SBI Equity Savings Fund vs Axis Equity Saver Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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Axis Equity Savings Fund - Regular Plan - Growth

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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)	₹5919 Cr	₹927 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	0.03%	-0.71%
6 Month	1.54%	1.9%
1 Year	7.62%	5.68%
3 Year	11.6%	10.25%
5 Year	9.79%	8.9%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	0.93%	1.33%
1 Year	6.44%	6.97%
3 Year	8.4%	8.34%
5 Year	9.15%	8.5%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	8.62%	8.33%
3 Year	9.48%	8.84%
5 Year	8.92%	9.1%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	5.20%	4.92%
Sharp	0.88%	0.71%
Beta	0.94%	1.13%
Alpha	1.46%	-0.34%

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	33.63	30.97
Large Cap	54.33	56.16
Mid Cap	8.63	6.71
Small Cap	3.4	6.16

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Axis Equity Savings Fund - Regular Plan - Growth
Others	28.01	27.51
Energy	5.72	10.31
Technology	2.46	3.21
Basic Materials	7.85	5.21
Healthcare	1.99	6.5
Consumer Defensive	2.77	2.29
Industrials	4.89	6.86
Consumer Cyclical	8.07	7.67
Financial Services	28.91	25.47
Real Estate	5.43	1.27
Communication Services	2.94	3.04
Utilities	0.98	0.66

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