SBI Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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	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)	₹5997 Cr	₹1028 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

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	0.24%	0.16%
6 Month	2.24%	4.68%
1 Year	4.11%	8.09%
3 Year	11.06%	10.96%
5 Year	10.16%	10.04%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	1.22%	1.76%
1 Year	8.41%	9.94%
3 Year	9.5%	10.82%
5 Year	9.63%	10.13%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	8.68%	8.65%
3 Year	9.42%	9.01%
5 Year	8.88%	9.15%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	5.26%	3.62%
Sharp	0.83%	1.08%
Beta	0.94%	-
Alpha	1.68%	-

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

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	33.42	40.06
Large Cap	40.08	36.8
Mid Cap	11.47	16.7
Small Cap	15.03	6.44

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	27.58	34.42
Energy	5.42	5.59
Technology	1.83	4.49
Basic Materials	11.6	10.89
Healthcare	2.46	4.04
Industrials	6.61	4.94
Consumer Cyclical	11.62	4.57
Financial Services	24.2	21.45
Real Estate	4.9	1.66
Communication Services	0.44	4.94
Utilities	1.01	1.5
Consumer Defensive	2.34	1.5