- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹6169 Cr | ₹270 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 | 0.82% | 0.69% |
| 6 Month | 4.23% | 3.08% |
| 1 Year | 4.44% | 6.11% |
| 3 Year | 10.84% | 9.78% |
| 5 Year | 11.16% | 9.54% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.78% | 1.68% |
| 1 Year | 8.77% | 7.31% |
| 3 Year | 10.19% | 9.41% |
| 5 Year | 10% | 9% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.83% | 7.06% |
| 3 Year | 9.34% | 7.13% |
| 5 Year | 8.82% | 6.95% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 3.55% |
| Sharp | 0.89% | 0.83% |
| Beta | 0.2% | - |
| Alpha | 3.92% | - |
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 | 35.66 | 35.11 |
| Large Cap | 38.21 | 58.04 |
| Mid Cap | 11.35 | 6.07 |
| Small Cap | 14.78 | 0.77 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 27.28 | 34.33 |
| Energy | 5.3 | 4.39 |
| Technology | 1.67 | 3.51 |
| Basic Materials | 10.71 | 4.32 |
| Healthcare | 2.26 | 3.82 |
| Industrials | 8.99 | 9.91 |
| Consumer Cyclical | 11.53 | 1.62 |
| Financial Services | 23.49 | 22.66 |
| Real Estate | 5.58 | - |
| Communication Services | 0.4 | 5.89 |
| Utilities | 1.47 | 4.74 |
| Consumer Defensive | 1.33 | 4.81 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.93%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns8%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.92%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.65%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.11%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.67%
Kotak Small Cap Fund Regular Growth
3Y Returns15.67%
Quant Small Cap Fund Regular Growth
3Y Returns22.86%
