SBI Equity Savings Fund vs DSP Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5997 Cr | ₹3936 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 444% |
| Expense Ratio | 1.43 | 1.32 |
| Manager | Pradeep Kesavan | Kedar Karnik |
| ISIN Code | INF200KA1DA4 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.04% | 0.42% |
| 6 Month | 1.94% | 2.3% |
| 1 Year | 4.89% | 6.14% |
| 3 Year | 11.88% | 10.33% |
| 5 Year | 9.96% | 9.64% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.46% | 0.95% |
| 1 Year | 6.66% | 5.39% |
| 3 Year | 9.17% | 8.99% |
| 5 Year | 9.53% | 9.03% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.64% | 8.43% |
| 3 Year | 9.43% | 8.82% |
| 5 Year | 8.89% | 8.25% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 4.23% |
| Sharp | 0.99% | 1.07% |
| Beta | 0.94% | 0.82% |
| Alpha | 1.68% | 0.82% |
Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Kedar Karnik |
| Total AUM | ₹434274 Cr | ₹32997 Cr |
| Funds Managed | 43 | 11 |
| SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.84 | 32.73 |
| Large Cap | 44.55 | 56.66 |
| Mid Cap | 10.7 | 6.96 |
| Small Cap | 10.91 | 3.64 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.94 | 27.62 |
| Energy | 5.73 | 7.07 |
| Technology | 1.96 | 5.21 |
| Basic Materials | 11.42 | 4.11 |
| Healthcare | 2.44 | 5.78 |
| Industrials | 6.38 | 3.15 |
| Consumer Cyclical | 10.94 | 5.88 |
| Financial Services | 24.9 | 28.68 |
| Real Estate | 4.82 | 1.31 |
| Communication Services | 1.11 | 4.86 |
| Utilities | 0.95 | 3.08 |
| Consumer Defensive | 2.39 | 3.25 |
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