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 | -0.65% | -0.32% |
6 Month | 5.99% | 4.2% |
1 Year | 5.33% | 5.7% |
3 Year | 11.58% | 9.95% |
5 Year | 12.21% | 10.27% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | 3.56% | 2.04% |
1 Year | 8.19% | 6.68% |
3 Year | 11.28% | 10.14% |
5 Year | 10.76% | 9.48% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 9.05% | 7.11% |
3 Year | 9.13% | 7.08% |
5 Year | 8.74% | 6.92% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 4.73% | 3.74% |
Sharp | 1.33% | 1.09% |
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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