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SBI Equity Savings Fund vs Edelweiss Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5738 Cr | ₹750 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 87% |
| Expense Ratio | 1.43 | 1.6 |
| Manager | Pradeep Kesavan | Dhawal Dalal |
| ISIN Code | INF200KA1DA4 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.46% | 0.81% |
| 6 Month | 7.98% | 6.67% |
| 1 Year | 5.84% | 8.04% |
| 3 Year | 11.37% | 11.01% |
| 5 Year | 11.88% | 10.74% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.02% | 2.94% |
| 1 Year | 5.91% | 9.03% |
| 3 Year | 10.21% | 11.25% |
| 5 Year | 10.08% | 10.3% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.96% | 8.7% |
| 3 Year | 9.28% | 8.9% |
| 5 Year | 8.78% | 9.05% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.77% |
| Sharp | 1.06% | 1.15% |
| Beta | 0.16% | - |
| Alpha | 4.6% | - |
Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Dhawal Dalal |
| Total AUM | ₹434274 Cr | ₹25974 Cr |
| Funds Managed | 43 | 12 |
| SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.45 | 42.26 |
| Large Cap | 36.99 | 40.35 |
| Mid Cap | 11.42 | 11.8 |
| Small Cap | 16.14 | 5.59 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.46 | 37.57 |
| Energy | 5.65 | 7.34 |
| Basic Materials | 9.83 | 7.08 |
| Healthcare | 2.24 | 4.36 |
| Industrials | 7.52 | 4.85 |
| Consumer Cyclical | 11.47 | 6.32 |
| Financial Services | 24.03 | 18.61 |
| Real Estate | 6.06 | 1.53 |
| Communication Services | 0.73 | 5.73 |
| Utilities | 1.47 | 1.78 |
| Technology | 0.07 | 2.88 |
| Consumer Defensive | 1.47 | 1.95 |
Top Comparisons
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Invesco India Equity Savings Fund - Regular Plan - Growth
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