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SBI Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon 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) ₹5431 Cr ₹572 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 1.03% 0.84%
6 Month 2.38% 3.92%
1 Year 6.63% 8.22%
3 Year 13.25% 12.28%
5 Year 12.98% 11.21%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 3.65% 2.82%
1 Year 7.02% 7.88%
3 Year 11.28% 11.35%
5 Year 10.78% 10.38%

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% 4.089%
Sharp 0.94% 0.716%
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 9.46 34.35
Large Cap 41.39 46.78
Mid Cap 9.32 12.37
Small Cap 15.53 6.5

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 2.16 31.74
Telecom - Services 1.63 -
Petroleum Products 5.89 -
IT - Software 1.09 -
Pharmaceuticals & Biotechnology 0.16 -
Cement & Cement Products 2.1 -
Construction 3.14 -
Ferrous Metals 0.53 -
Finance 3.42 -
Capital Markets 1.09 -
Banks 22.89 -
Retailing 0.5 -
Non - Ferrous Metals 1.18 -
Realty 4.09 -
Leisure Services 3.22 -
Consumer Durables 1.89 -
Aerospace & Defense 0.47 -
Fertilizers & Agrochemicals 1.09 -
Chemicals & Petrochemicals 1.25 -
Transport Infrastructure 4.61 -
Automobiles 1.85 -
Insurance 0.16 -
Gas 0.05 -
Transport Services 1.01 -
Industrial Products 1.16 -
Oil 0.05 -
Power 1.58 -
Electrical Equipment 0.26 -
Textiles & Apparels 2.17 -
Auto Components 2.86 -
Metals & Minerals Trading 0.09 -
Consumable Fuels 0.02 -
Minerals & Mining 0.09 -
Beverages 0.16 -
Healthcare Services 1.79 -
Basic Materials - 8.54
Energy - 10.61
Industrials - 8.32
Technology - 3.67
Healthcare - 3.58
Financial Services - 17.32
Consumer Defensive - 1.94
Consumer Cyclical - 9.31
Utilities - 2.52
Real Estate - 0.45
Communication Services - 2.02

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