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SBI Equity Savings Fund vs DSP Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon DSP 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 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) ₹6169 Cr ₹3773 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 1.63% 0.8%
6 Month 4.74% 2.1%
1 Year 5.31% 4.98%
3 Year 11% 9.89%
5 Year 11.69% 10.7%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
6 Month 0.34% 0.51%
1 Year 5.9% 4.57%
3 Year 9.2% 8.9%
5 Year 9.42% 8.9%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
1 Year 8.83% 8.66%
3 Year 9.34% 8.68%
5 Year 8.82% 8.16%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.27% 3.65%
Sharp 0.78% 0.83%
Beta 0.2% -
Alpha 3.92% -

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 35.66 34.83
Large Cap 38.21 55.48
Mid Cap 11.35 6.04
Small Cap 14.78 3.65

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

DSP Equity Savings Fund - Regular Plan - Growth

Others 27.28 30.89
Energy 5.3 6.63
Technology 1.67 5.25
Basic Materials 10.71 3.45
Healthcare 2.26 5.88
Industrials 8.99 2.98
Consumer Cyclical 11.53 6.96
Financial Services 23.49 25.71
Real Estate 5.58 1.39
Communication Services 0.4 4.17
Utilities 1.47 3.21
Consumer Defensive 1.33 3.47

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