SBI Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

SBI Equity Savings Fund vs Mirae Asset Equity Savings Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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Mirae Asset Equity Savings Fund- Regular Plan- Growth

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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	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹5919 Cr	₹1814 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹99
Min Addl Investment	₹1000	₹1000
Launch Date	27 May 2015	17 Dec 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	Nifty Equity Savings Index
Turn Over	39%	620%
Expense Ratio	1.43	1.32
Manager	Pradeep Kesavan	Mahendra Kumar Jajoo
ISIN Code	INF200KA1DA4	INF769K01EI5
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	Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month	0.09%	0.53%
6 Month	0.49%	2.31%
1 Year	6.3%	9.1%
3 Year	11.18%	11.26%
5 Year	9.29%	10.18%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	0.43%	1.41%
1 Year	5.77%	8.64%
3 Year	8.46%	10.02%
5 Year	9.14%	9.95%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	8.62%	10.33%
3 Year	9.48%	11.12%
5 Year	8.92%	11.95%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	4.73%	5.04%
Sharp	1.01%	0.97%
Beta	0.94%	1.19%
Alpha	1.46%	0.41%

Fund Managers

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name	Pradeep Kesavan	Mahendra Kumar Jajoo
Total AUM	₹434274 Cr	₹8876 Cr
Funds Managed	43	4
	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth

Market Cap

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	33.63	37.86
Large Cap	54.33	49.46
Mid Cap	8.63	7.32
Small Cap	3.4	5.36

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	28.01	33.18
Energy	5.72	3.43
Technology	2.46	5.64
Basic Materials	7.85	6.68
Healthcare	1.99	5.42
Consumer Defensive	2.77	3.02
Industrials	4.89	6.02
Consumer Cyclical	8.07	8.91
Financial Services	28.91	21.79
Real Estate	5.43	0.98
Communication Services	2.94	1.96
Utilities	0.98	2.98

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