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SBI Equity Savings Fund vs Tata Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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) | ₹5586 Cr | ₹268 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 | -1.18% | -0.24% |
| 6 Month | 5.09% | 3.79% |
| 1 Year | 4.93% | 5.85% |
| 3 Year | 11.2% | 9.77% |
| 5 Year | 12.08% | 10.22% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 4.33% | 2% |
| 1 Year | 9.1% | 6.47% |
| 3 Year | 11.4% | 9.86% |
| 5 Year | 10.79% | 9.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.96% | 7.1% |
| 3 Year | 9.28% | 7.1% |
| 5 Year | 8.78% | 6.94% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.66% |
| Sharp | 1.33% | 0.84% |
| Beta | 0.86% | - |
| Alpha | 2.09% | - |
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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 | 34.23 | 34.53 |
| Large Cap | 37.88 | 58.7 |
| Mid Cap | 11.26 | 5.84 |
| Small Cap | 16.63 | 0.92 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 28.14 | 33.7 |
| Energy | 6.25 | 5.48 |
| Technology | 0.02 | 4.28 |
| Healthcare | 2.36 | 3.23 |
| Basic Materials | 7.38 | 4.38 |
| Industrials | 7.86 | 9.91 |
| Consumer Cyclical | 12.28 | 1.45 |
| Financial Services | 25.73 | 22.05 |
| Real Estate | 6.22 | - |
| Communication Services | 1.14 | 6.35 |
| Utilities | 1.61 | 4.7 |
| Consumer Defensive | 1.01 | 4.45 |
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