SBI Equity Savings Fund vs Tata Equity Savings Fund compare

SBI Equity Savings Fund vs Tata Equity Savings Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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Tata Equity Savings Fund -Regular Plan-Growth Option

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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	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Low to Moderate
Asset Size (Cr)	₹5997 Cr	₹277 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	27 May 2015	18 Aug 2003
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	39%	59.93%
Expense Ratio	1.43	1.13
Manager	Pradeep Kesavan	Sailesh Jain
ISIN Code	INF200KA1DA4	INF277K01907
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	Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	-0.71%	0.09%
6 Month	2.59%	3.1%
1 Year	4.1%	6.1%
3 Year	11.04%	9.77%
5 Year	9.95%	8.85%

SIP Return Analysis

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	0.46%	1.31%
1 Year	6.66%	6.72%
3 Year	9.17%	9.08%
5 Year	9.53%	8.89%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.64%	7.01%
3 Year	9.43%	7.16%
5 Year	8.89%	6.97%

Risk Management

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	4.73%	3.52%
Sharp	0.99%	0.79%
Beta	0.94%	-
Alpha	1.68%	-

Fund Managers

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Pradeep Kesavan	Sailesh Jain
Total AUM	₹434274 Cr	₹17041 Cr
Funds Managed	43	7
	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	33.84	32.38
Large Cap	44.55	60.4
Mid Cap	10.7	6.41
Small Cap	10.91	0.82

Sector Allocation

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	26.94	31.5
Energy	5.73	4.75
Technology	1.96	3.78
Basic Materials	11.42	4.27
Healthcare	2.44	3.98
Industrials	6.38	10.48
Consumer Cyclical	10.94	1.62
Financial Services	24.9	23.89
Real Estate	4.82	-
Communication Services	1.11	6.39
Utilities	0.95	4.65
Consumer Defensive	2.39	4.69

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