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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) | ₹5705 Cr | ₹250 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 | 1.42 | 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 | 2.16% | 1.42% |
| 6 Month | 0.9% | 2.96% |
| 1 Year | 7.31% | 8.9% |
| 3 Year | 10.18% | 9.49% |
| 5 Year | 12.89% | 10.95% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.03% | 2.2% |
| 1 Year | 4.53% | 6.45% |
| 3 Year | 10.95% | 10.65% |
| 5 Year | 10.69% | 9.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 9.28% | 7.05% |
| 3 Year | 9.03% | 7.05% |
| 5 Year | 8.69% | 6.89% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 4.048% |
| Sharp | 0.33% | 0.516% |
| Beta | 0.91% | - |
| Alpha | 0.71% | - |
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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 | 34.27 | 34.75 |
| Large Cap | 42.02 | 55.69 |
| Small Cap | 16.55 | 1.55 |
| Mid Cap | 7.16 | 8.02 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.39 | 34.29 |
| Communication Services | 1.48 | 5.41 |
| Energy | 4.29 | 6.21 |
| Industrials | 6.66 | 12.58 |
| Technology | 1.6 | 3.32 |
| Consumer Cyclical | 12.41 | 0.83 |
| Healthcare | 3.39 | 4.33 |
| Basic Materials | 7.46 | 5.5 |
| Consumer Defensive | 0.13 | 2.97 |
| Financial Services | 27.03 | 19.96 |
| Utilities | 1.36 | 4.59 |
| Real Estate | 0.8 | - |
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