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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) | ₹5703 Cr | ₹266 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% | 0.63% |
| 6 Month | 8.68% | 5.24% |
| 1 Year | 4.59% | 5.61% |
| 3 Year | 10.75% | 9.62% |
| 5 Year | 11.75% | 10% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.83% | 1.49% |
| 1 Year | 7.72% | 6.82% |
| 3 Year | 10.41% | 9.63% |
| 5 Year | 10.13% | 9.08% |
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% | 3.69% |
| Sharp | 0.9% | 0.72% |
| Beta | 0.19% | - |
| Alpha | 3.93% | - |
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 | 35.45 | 35.45 |
| Large Cap | 36.99 | 58.29 |
| Mid Cap | 11.42 | 5.47 |
| Small Cap | 16.14 | 0.78 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 27.4 | 34.67 |
| Energy | 5.65 | 5.08 |
| Basic Materials | 9.83 | 4.48 |
| Healthcare | 2.24 | 3.27 |
| Industrials | 9.57 | 10.37 |
| Consumer Cyclical | 11.47 | 1.37 |
| Financial Services | 24.03 | 21.42 |
| Real Estate | 6.06 | - |
| Communication Services | 0.73 | 6.05 |
| Utilities | 1.47 | 4.7 |
| Technology | 0.07 | 3.72 |
| Consumer Defensive | 1.47 | 4.87 |
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