SBI Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5431 Cr | ₹268 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 486% |
Expense Ratio | 1.43 | 2.48 |
Manager | Pradeep Kesavan | Miten Vora |
ISIN Code | INF200KA1DA4 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.05% | 1.72% |
6 Month | 3.92% | 4.08% |
1 Year | 7.6% | 7.7% |
3 Year | 13.22% | 11.86% |
5 Year | 13.09% | 9.44% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 5.78% | 5.35% |
1 Year | 10.89% | 10.33% |
3 Year | 12.4% | 11.33% |
5 Year | 11.4% | 9.8% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.05% | 9.44% |
3 Year | 9.13% | 8.05% |
5 Year | 8.74% | 9.29% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 5.37% |
Sharp | 0.94% | 0.74% |
Beta | 0.91% | - |
Alpha | 1.22% | - |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Miten Vora |
Total AUM | ₹434274 Cr | ₹6478 Cr |
Funds Managed | 43 | 6 |
SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 9.46 | 31.01 |
Large Cap | 41.39 | 53.66 |
Mid Cap | 9.32 | 8.91 |
Small Cap | 15.53 | 6.42 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 2.16 | 29.93 |
Telecom - Services | 1.63 | - |
Petroleum Products | 5.89 | - |
IT - Software | 1.09 | - |
Pharmaceuticals & Biotechnology | 0.16 | - |
Cement & Cement Products | 2.1 | - |
Construction | 3.14 | - |
Ferrous Metals | 0.53 | - |
Finance | 3.42 | - |
Capital Markets | 1.09 | - |
Banks | 22.89 | - |
Retailing | 0.5 | - |
Non - Ferrous Metals | 1.18 | - |
Realty | 4.09 | - |
Leisure Services | 3.22 | - |
Consumer Durables | 1.89 | - |
Aerospace & Defense | 0.47 | - |
Fertilizers & Agrochemicals | 1.09 | - |
Chemicals & Petrochemicals | 1.25 | - |
Transport Infrastructure | 4.61 | - |
Automobiles | 1.85 | - |
Insurance | 0.16 | - |
Gas | 0.05 | - |
Transport Services | 1.01 | - |
Industrial Products | 1.16 | - |
Oil | 0.05 | - |
Power | 1.58 | - |
Electrical Equipment | 0.26 | - |
Textiles & Apparels | 2.17 | - |
Auto Components | 2.86 | - |
Metals & Minerals Trading | 0.09 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.09 | - |
Beverages | 0.16 | - |
Healthcare Services | 1.79 | - |
Energy | - | 5.99 |
Technology | - | 6.16 |
Industrials | - | 8.08 |
Consumer Cyclical | - | 9.85 |
Healthcare | - | 3.53 |
Basic Materials | - | 5.74 |
Financial Services | - | 19.19 |
Consumer Defensive | - | 2.86 |
Utilities | - | 4.9 |
Real Estate | - | 1.95 |
Communication Services | - | 1.83 |
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