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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) | ₹6169 Cr | ₹947 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 | 1.17% | 1.22% |
| 6 Month | 4.16% | 5.72% |
| 1 Year | 5.89% | 8.86% |
| 3 Year | 11.2% | 11.52% |
| 5 Year | 11.58% | 10.9% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.59% | 2.86% |
| 1 Year | 8.73% | 11.55% |
| 3 Year | 10.37% | 11.64% |
| 5 Year | 10.13% | 10.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.83% | 8.65% |
| 3 Year | 9.34% | 8.95% |
| 5 Year | 8.82% | 9.11% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.63% |
| Sharp | 0.89% | 1.19% |
| Beta | 0.2% | - |
| Alpha | 3.92% | - |
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 | 35.66 | 39.96 |
| Large Cap | 38.21 | 38.37 |
| Mid Cap | 11.35 | 15.73 |
| Small Cap | 14.78 | 5.95 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.28 | 33.74 |
| Energy | 5.3 | 6.58 |
| Technology | 1.67 | 3.57 |
| Basic Materials | 10.71 | 11.22 |
| Healthcare | 2.26 | 4.23 |
| Industrials | 8.99 | 5.32 |
| Consumer Cyclical | 11.53 | 5.08 |
| Financial Services | 23.49 | 20.47 |
| Real Estate | 5.58 | 1.31 |
| Communication Services | 0.4 | 4.96 |
| Utilities | 1.47 | 1.98 |
| Consumer Defensive | 1.33 | 1.57 |
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