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)	₹5993 Cr	₹1732 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

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month	0.14%	0.26%
6 Month	2.68%	3.9%
1 Year	4.44%	7.09%
3 Year	10.96%	10.68%
5 Year	10.29%	10.97%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	2.11%	2.39%
1 Year	9.62%	11.17%
3 Year	10.15%	11.01%
5 Year	10.04%	10.52%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	8.68%	10.5%
3 Year	9.42%	11.12%
5 Year	8.88%	12.01%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	4.73%	5.45%
Sharp	0.93%	0.80%
Beta	0.89%	-
Alpha	1.37%	-

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

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	6.92	36.73
Large Cap	42.52	49.77
Mid Cap	9.37	7.2
Small Cap	15.71	6.3

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	2.97	34.03
Petroleum Products	5.27	-
IT - Software	1.66	-
Cement & Cement Products	2.93	-
Pharmaceuticals & Biotechnology	0.29	-
Construction	3.07	-
Ferrous Metals	2.54	-
Retailing	2.51	-
Finance	4.97	-
Consumer Durables	3.48	-
Banks	17.9	-
Non - Ferrous Metals	1.51	-
Realty	4.41	-
Chemicals & Petrochemicals	2.28	-
Leisure Services	2.65	-
Aerospace & Defense	0.57	-
Electrical Equipment	0.18	-
Transport Infrastructure	1.01	-
Automobiles	1.62	-
Telecom - Services	0.44	-
Insurance	1.24	-
Capital Markets	0.04	-
Gas	0.04	-
Transport Services	1.12	-
Industrial Products	0.16	-
Diversified Metals	0.32	-
Oil	0.02	-
Power	0.97	-
Personal Products	0.75	-
Textiles & Apparels	2.46	-
Auto Components	2.79	-
Healthcare Services	1.32	-
Financial Technology (Fintech)	0.14	-
Metals & Minerals Trading	0.12	-
Consumable Fuels	0.02	-
Minerals & Mining	0.1	-
Agricultural Food & other Products	0.51	-
Beverages	0.14	-
Energy	-	3.26
Utilities	-	3.49
Technology	-	4.83
Consumer Cyclical	-	8.05
Basic Materials	-	6.96
Healthcare	-	5.56
Consumer Defensive	-	3.13
Industrials	-	5.71
Financial Services	-	21.81
Real Estate	-	1.18
Communication Services	-	1.99