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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) | ₹5904 Cr | ₹5997 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹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 | 1.43 |
| 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 | 0.46% | 0.24% |
| 6 Month | 3.34% | 2.24% |
| 1 Year | 5.6% | 4.11% |
| 3 Year | 9.98% | 11.06% |
| 5 Year | 10.96% | 10.16% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.03% | 1.22% |
| 1 Year | 9.29% | 8.41% |
| 3 Year | 9.25% | 9.5% |
| 5 Year | 9.56% | 9.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.37% | 8.68% |
| 3 Year | 9.94% | 9.42% |
| 5 Year | 9.49% | 8.88% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.39% | 5.26% |
| Sharp | 0.70% | 0.83% |
| Beta | - | 0.94% |
| Alpha | - | 1.68% |
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 | 33.88 | 33.42 |
| Large Cap | 59.7 | 40.08 |
| Small Cap | 3.77 | 15.03 |
| Mid Cap | 2.66 | 11.47 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.68 | 27.58 |
| Energy | 8.06 | 5.42 |
| Technology | 3.88 | 1.83 |
| Industrials | 7.06 | 6.61 |
| Consumer Defensive | 2.11 | 2.34 |
| Basic Materials | 4.18 | 11.6 |
| Financial Services | 23.7 | 24.2 |
| Real Estate | 1.71 | 4.9 |
| Healthcare | 5.57 | 2.46 |
| Consumer Cyclical | 9.25 | 11.62 |
| Utilities | 2.39 | 1.01 |
| Communication Services | 2.42 | 0.44 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.39%
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3Y Returns14.89%
Sundaram Arbitrage Fund Regular Growth
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DSP Arbitrage Fund - Regular - Growth
3Y Returns7.01%
HDFC Small Cap Fund Regular Growth
3Y Returns19.38%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
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SBI Large Cap Fund-Regular Plan Growth
3Y Returns13.84%
