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) | ₹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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