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) | ₹5431 Cr | ₹639 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 | 1.84% | 1.89% |
6 Month | 3.74% | 3.91% |
1 Year | 7.16% | 8.89% |
3 Year | 13.17% | 12.33% |
5 Year | 12.87% | 11.32% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.78% | 3.89% |
1 Year | 10.89% | 9.49% |
3 Year | 12.4% | 11.82% |
5 Year | 11.4% | 10.65% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.05% | 8.74% |
3 Year | 9.13% | 8.85% |
5 Year | 8.74% | 8.96% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.73% | 4.10% |
Sharp | 0.94% | 1.04% |
Beta | 0.91% | - |
Alpha | 1.22% | - |
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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 | 10.52 | 36.56 |
Large Cap | 39.14 | 48.39 |
Mid Cap | 10.17 | 8.86 |
Small Cap | 16.53 | 6.19 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.25 | 33.68 |
Petroleum Products | 5.95 | - |
IT - Software | 1.18 | - |
Pharmaceuticals & Biotechnology | 0.17 | - |
Cement & Cement Products | 2.1 | - |
Construction | 3.36 | - |
Ferrous Metals | 0.57 | - |
Finance | 3.49 | - |
Capital Markets | 1.04 | - |
Banks | 20.24 | - |
Retailing | 0.52 | - |
Non - Ferrous Metals | 1.3 | - |
Realty | 4.32 | - |
Leisure Services | 3.1 | - |
Consumer Durables | 2.68 | - |
Aerospace & Defense | 0.52 | - |
Fertilizers & Agrochemicals | 1.05 | - |
Chemicals & Petrochemicals | 1.26 | - |
Transport Infrastructure | 4.49 | - |
Automobiles | 1.86 | - |
Telecom - Services | 1.49 | - |
Insurance | 0.08 | - |
Gas | 0.05 | - |
Transport Services | 1.07 | - |
Industrial Products | 1.34 | - |
Oil | 0.05 | - |
Power | 1.54 | - |
Electrical Equipment | 0.16 | - |
Personal Products | 0.9 | - |
Textiles & Apparels | 2.33 | - |
Auto Components | 3.28 | - |
Metals & Minerals Trading | 0.1 | - |
Consumable Fuels | 0.02 | - |
Minerals & Mining | 0.1 | - |
Beverages | 0.16 | - |
Healthcare Services | 1.24 | - |
Basic Materials | - | 9.91 |
Energy | - | 9.18 |
Utilities | - | 2.19 |
Technology | - | 3.38 |
Healthcare | - | 3.81 |
Industrials | - | 6.32 |
Financial Services | - | 18.57 |
Consumer Defensive | - | 2.76 |
Consumer Cyclical | - | 5.38 |
Real Estate | - | 0.4 |
Communication Services | - | 4.41 |
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