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) | ₹6169 Cr | ₹1615 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 | 0.01% | 0.71% |
6 Month | 5.05% | 6.43% |
1 Year | 3.15% | 5.57% |
3 Year | 10.96% | 11.55% |
5 Year | 11.66% | 11.99% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 0.83% | 1.65% |
1 Year | 7.36% | 9.85% |
3 Year | 9.87% | 10.81% |
5 Year | 9.8% | 10.36% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 8.83% | 10.79% |
3 Year | 9.34% | 11.06% |
5 Year | 8.82% | 12.06% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.73% | 5.43% |
Sharp | 0.89% | 0.78% |
Beta | 0.2% | - |
Alpha | 3.92% | - |
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 | 34.57 | 37.18 |
Large Cap | 36.87 | 49.32 |
Mid Cap | 12.03 | 6.55 |
Small Cap | 16.52 | 6.96 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 25.63 | 35.14 |
Energy | 5.58 | 3.85 |
Basic Materials | 10.95 | 6.4 |
Healthcare | 2.31 | 5.4 |
Industrials | 9.68 | 6.09 |
Consumer Cyclical | 12.08 | 8.25 |
Financial Services | 24.14 | 20.63 |
Real Estate | 5.91 | 1.19 |
Communication Services | 0.69 | 2.2 |
Utilities | 1.4 | 3.76 |
Technology | 0.14 | 4.47 |
Consumer Defensive | 1.48 | 2.62 |
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