SBI Equity Savings Fund vs Nippon India Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹5431 Cr | ₹720 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 30 May 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 544% |
Expense Ratio | 1.43 | 1.65 |
Manager | Pradeep Kesavan | Anand Devendra Gupta |
ISIN Code | INF200KA1DA4 | INF204KA1W02 |
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 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Month | 1.84% | -0.47% |
6 Month | 3.74% | 1.39% |
1 Year | 7.16% | 7.91% |
3 Year | 13.17% | 7.98% |
5 Year | 12.87% | 5.59% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
6 Month | 5.8% | - |
1 Year | 10.89% | 5.42% |
3 Year | 12.13% | 9.17% |
5 Year | 11.25% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
1 Year | 9.05% | 6.7% |
3 Year | 9.13% | 2.98% |
5 Year | 8.74% | 1.86% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Standard Deviation | 4.73% | 3.88% |
Sharp | 0.94% | 0.62% |
Beta | 0.91% | 0.67% |
Alpha | 1.22% | 0.15% |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Name | Pradeep Kesavan | Anand Devendra Gupta |
Total AUM | ₹434274 Cr | ₹12754 Cr |
Funds Managed | 43 | 3 |
SBI Equity Savings Fund - Regular Plan - Growth | Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | 10.52 | 75.78 |
Large Cap | 39.14 | 64.22 |
Mid Cap | 10.17 | 4.07 |
Small Cap | 16.53 | 1.93 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
---|---|---|
Others | 3.25 | 75.78 |
Petroleum Products | 5.95 | 5.6 |
IT - Software | 1.18 | 5.32 |
Pharmaceuticals & Biotechnology | 0.17 | 1.48 |
Cement & Cement Products | 2.1 | 3.89 |
Construction | 3.36 | 4.46 |
Ferrous Metals | 0.57 | 1.48 |
Finance | 3.49 | 2.7 |
Capital Markets | 1.04 | - |
Banks | 20.24 | 16.92 |
Retailing | 0.52 | 0.43 |
Non - Ferrous Metals | 1.3 | - |
Realty | 4.32 | 0.38 |
Leisure Services | 3.1 | - |
Consumer Durables | 2.68 | 0.58 |
Aerospace & Defense | 0.52 | 0.53 |
Fertilizers & Agrochemicals | 1.05 | 0.53 |
Chemicals & Petrochemicals | 1.26 | - |
Transport Infrastructure | 4.49 | - |
Automobiles | 1.86 | 5.92 |
Telecom - Services | 1.49 | 1.11 |
Insurance | 0.08 | 1.18 |
Gas | 0.05 | - |
Transport Services | 1.07 | - |
Industrial Products | 1.34 | 0.68 |
Oil | 0.05 | - |
Power | 1.54 | 4.73 |
Electrical Equipment | 0.16 | - |
Personal Products | 0.9 | 0.23 |
Textiles & Apparels | 2.33 | - |
Auto Components | 3.28 | 0.69 |
Metals & Minerals Trading | 0.1 | - |
Consumable Fuels | 0.02 | 3.15 |
Minerals & Mining | 0.1 | - |
Beverages | 0.16 | - |
Healthcare Services | 1.24 | - |
Diversified FMCG | - | 3.86 |
Diversified Metals | - | 3.02 |
Agricultural, Commercial & Construction Vehicles | - | 1.35 |
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