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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) | ₹5993 Cr | ₹924 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 | 0.39% | -0.18% |
| 6 Month | 1.37% | 2.45% |
| 1 Year | 3.58% | 3.53% |
| 3 Year | 10.94% | 9.65% |
| 5 Year | 10.11% | 8.93% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 2.22% |
| 1 Year | 8.56% | 8.65% |
| 3 Year | 9.64% | 9.36% |
| 5 Year | 9.71% | 8.96% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.68% | 8.4% |
| 3 Year | 9.42% | 8.82% |
| 5 Year | 8.88% | 9.15% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.08% |
| Sharp | 0.99% | 0.58% |
| Beta | 0.94% | - |
| Alpha | 1.68% | - |
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 | 33.42 | 30.43 |
| Large Cap | 40.08 | 53.63 |
| Mid Cap | 11.47 | 7.88 |
| Small Cap | 15.03 | 8.05 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.58 | 27.59 |
| Energy | 5.42 | 9.81 |
| Technology | 1.83 | 3.58 |
| Basic Materials | 11.6 | 5.9 |
| Healthcare | 2.46 | 6.51 |
| Industrials | 6.61 | 7.45 |
| Consumer Cyclical | 11.62 | 7.57 |
| Financial Services | 24.2 | 23.77 |
| Real Estate | 4.9 | 1.3 |
| Communication Services | 0.44 | 2.91 |
| Utilities | 1.01 | 1.06 |
| Consumer Defensive | 2.34 | 2.55 |
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