SBI Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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) | ₹5705 Cr | ₹1371 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
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 | 1.42 | 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 | 2.16% | 1.73% |
6 Month | 0.9% | 2.36% |
1 Year | 7.31% | 8.95% |
3 Year | 10.18% | 10.56% |
5 Year | 12.89% | 13.59% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.03% | 2.58% |
1 Year | 4.53% | 5.72% |
3 Year | 10.95% | 11.2% |
5 Year | 10.69% | 10.96% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 9.28% | 11.5% |
3 Year | 9.03% | 11.11% |
5 Year | 8.69% | 11.78% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.742% |
Sharp | 0.33% | 0.406% |
Beta | 0.91% | - |
Alpha | 0.71% | - |
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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 | 34.27 | 30.93 |
Large Cap | 42.02 | 53.76 |
Small Cap | 16.55 | 7.82 |
Mid Cap | 7.16 | 7.48 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 33.39 | 29.65 |
Communication Services | 1.48 | 2.23 |
Energy | 4.29 | 4.71 |
Industrials | 6.66 | 7 |
Technology | 1.6 | 8.79 |
Consumer Cyclical | 12.41 | 7.7 |
Healthcare | 3.39 | 6.04 |
Basic Materials | 7.46 | 5.93 |
Consumer Defensive | 0.13 | 2.66 |
Financial Services | 27.03 | 20.06 |
Utilities | 1.36 | 3.68 |
Real Estate | 0.8 | 1.56 |
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