SBI Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5584 Cr | ₹5705 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹300 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 27 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 27.79% | 39% |
Expense Ratio | 1.89 | 1.42 |
Manager | Anil Bamboli | Pradeep Kesavan |
ISIN Code | INF179K01AM7 | INF200KA1DA4 |
Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.57% | 2.97% |
6 Month | 3.39% | 3.24% |
1 Year | 7.77% | 9.29% |
3 Year | 11.63% | 12.19% |
5 Year | 14.01% | 14.04% |
SIP Return Analysis
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.43% | 3.79% |
1 Year | 6.5% | 7.47% |
3 Year | 10.75% | 11.72% |
5 Year | 10.92% | 11.03% |
Rolling Lumpsum Returns
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.6% | 9.28% |
3 Year | 9.9% | 9.03% |
5 Year | 9.44% | 8.69% |
Risk Management
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.946% | 4.73% |
Sharp | 0.518% | 0.67% |
Beta | - | 0.93% |
Alpha | - | 0.67% |
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Fund Managers
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Pradeep Kesavan |
Total AUM | ₹135442 Cr | ₹434274 Cr |
Funds Managed | 12 | 43 |
HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.86 | 3.98 |
Large Cap | 58.5 | 44.38 |
Small Cap | 4.14 | 15.61 |
Mid Cap | 3.5 | 7.94 |
Sector Allocation
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 33.83 | -2.92 |
Energy | 6.35 | - |
Technology | 5.68 | - |
Industrials | 5.1 | - |
Consumer Defensive | 4.67 | - |
Basic Materials | 3.37 | - |
Financial Services | 19.87 | - |
Healthcare | 4.94 | - |
Consumer Cyclical | 11.74 | - |
Communication Services | 1.81 | - |
Utilities | 2.63 | - |
Telecom - Services | - | 1.48 |
Petroleum Products | - | 5.74 |
Electrical Equipment | - | 0.26 |
IT - Software | - | 1.43 |
Pharmaceuticals & Biotechnology | - | 0.82 |
Cement & Cement Products | - | 2.65 |
Construction | - | 3.13 |
Ferrous Metals | - | 0.55 |
Finance | - | 3.12 |
Capital Markets | - | 0.97 |
Banks | - | 22.51 |
Retailing | - | 0.58 |
Non - Ferrous Metals | - | 1.74 |
Realty | - | 3.85 |
Leisure Services | - | 2.95 |
Consumer Durables | - | 1.86 |
Aerospace & Defense | - | 0.42 |
Fertilizers & Agrochemicals | - | 0.9 |
Chemicals & Petrochemicals | - | 1.22 |
Transport Infrastructure | - | 4.33 |
Automobiles | - | 3.26 |
Insurance | - | 0.17 |
Gas | - | 0.04 |
Transport Services | - | 0.9 |
Industrial Products | - | 1.11 |
Diversified Metals | - | 0.05 |
Oil | - | 0.1 |
Power | - | 1.49 |
Textiles & Apparels | - | 2.13 |
Household Products | - | 0.31 |
Auto Components | - | 2.47 |
Metals & Minerals Trading | - | 0.09 |
Healthcare Services | - | 1.94 |
Consumable Fuels | - | 0.02 |
Minerals & Mining | - | 0.1 |
Beverages | - | 0.14 |
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