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) | ₹5586 Cr | ₹1507 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 | 1.43 | 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 | -0.65% | -0.3% |
6 Month | 5.99% | 6.8% |
1 Year | 5.33% | 6.4% |
3 Year | 11.58% | 11.41% |
5 Year | 12.21% | 12.71% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 3.56% | 3.67% |
1 Year | 8.19% | 9.4% |
3 Year | 11.28% | 11.7% |
5 Year | 10.76% | 11.05% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 9.05% | 11.15% |
3 Year | 9.13% | 10.98% |
5 Year | 8.74% | 11.87% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.73% |
Sharp | 1.33% | 1.05% |
Beta | 0.86% | - |
Alpha | 2.09% | - |
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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 | 34.23 | 33.65 |
Large Cap | 37.88 | 52.54 |
Mid Cap | 11.26 | 6.23 |
Small Cap | 16.63 | 7.59 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 28.14 | 31.86 |
Energy | 6.25 | 4.52 |
Technology | 0.02 | 5.04 |
Healthcare | 2.36 | 5.25 |
Basic Materials | 7.38 | 6.26 |
Industrials | 7.86 | 7.25 |
Consumer Cyclical | 12.28 | 8.44 |
Financial Services | 25.73 | 21.03 |
Real Estate | 6.22 | 1.29 |
Communication Services | 1.14 | 2.42 |
Utilities | 1.61 | 3.88 |
Consumer Defensive | 1.01 | 2.76 |
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