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) | ₹5997 Cr | ₹281 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹250 |
| 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 | 0.24% | 0.2% |
| 6 Month | 2.24% | 3.57% |
| 1 Year | 4.11% | 5.7% |
| 3 Year | 11.06% | 10.07% |
| 5 Year | 10.16% | 8.23% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.22% | 2.22% |
| 1 Year | 8.41% | 10.37% |
| 3 Year | 9.5% | 9.78% |
| 5 Year | 9.63% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.68% | 8.86% |
| 3 Year | 9.42% | 8.33% |
| 5 Year | 8.88% | 9.08% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.26% | 5.00% |
| Sharp | 0.83% | 0.65% |
| Beta | 0.94% | - |
| Alpha | 1.68% | - |
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 | 33.42 | 35.72 |
| Large Cap | 40.08 | 48.06 |
| Mid Cap | 11.47 | 11.38 |
| Small Cap | 15.03 | 4.84 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.58 | 28.2 |
| Energy | 5.42 | 3.8 |
| Technology | 1.83 | 4.27 |
| Basic Materials | 11.6 | 7.82 |
| Healthcare | 2.46 | 3.22 |
| Industrials | 6.61 | 8.94 |
| Consumer Cyclical | 11.62 | 6.88 |
| Financial Services | 24.2 | 19.07 |
| Real Estate | 4.9 | 5.42 |
| Communication Services | 0.44 | 4.04 |
| Utilities | 1.01 | 5.83 |
| Consumer Defensive | 2.34 | 2.51 |
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