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) | ₹5703 Cr | ₹3501 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 | 1.49% | 0.8% |
6 Month | 8.95% | 5.07% |
1 Year | 4.73% | 4.47% |
3 Year | 10.93% | 10.13% |
5 Year | 11.79% | 10.84% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.83% | 1.13% |
1 Year | 7.72% | 6.01% |
3 Year | 10.41% | 9.86% |
5 Year | 10.13% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.96% | 8.8% |
3 Year | 9.28% | 8.61% |
5 Year | 8.78% | 8.09% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 3.82% |
Sharp | 0.9% | 0.72% |
Beta | 0.19% | - |
Alpha | 3.93% | - |
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 | 34.57 | 36.09 |
Large Cap | 36.87 | 55 |
Mid Cap | 12.03 | 5.26 |
Small Cap | 16.52 | 3.65 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 25.63 | 32.27 |
Energy | 5.58 | 6.31 |
Basic Materials | 10.95 | 3.52 |
Healthcare | 2.31 | 5.91 |
Industrials | 9.68 | 3.03 |
Consumer Cyclical | 12.08 | 6.91 |
Financial Services | 24.14 | 25.82 |
Real Estate | 5.91 | 1.27 |
Communication Services | 0.69 | 3.91 |
Utilities | 1.4 | 3.19 |
Technology | 0.14 | 5.25 |
Consumer Defensive | 1.48 | 2.63 |
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