Aditya Birla Sun Life Equity Savings Fund vs SBI Equity Savings Fund compare

SBI Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Overview

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Low to Moderate
Asset Size (Cr)	₹4866 Cr	₹542 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	01 May 2015	10 Nov 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	39%	378%
Expense Ratio	1.19	1.11
Manager	Pradeep Kesavan	Pranav Gupta
ISIN Code	INF200KA1DA4	INF209KA1TS3
Exits Load	Exit load of 0.10% if redeemed within 15 days./365	Exit load of 0.25%, if redeemed within 7 days./365

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	2.31%	1.55%
6 Month	10.77%	6.91%
1 Year	16.02%	10.99%
3 Year	10.58%	5.98%
5 Year	12.26%	9.56%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	7.52%	5.13%
3 Year	20.51%	13.09%
5 Year	35.97%	24.63%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year	11.78%	8.96%
3 Year	28.27%	19.63%
5 Year	38.1%	25.67%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation	4.73%	4.8%
Sharp	0.69%	-0.12%
Beta	0.83%	0.89%
Alpha	1.59%	-2.45%

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Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Pranav Gupta
Total AUM	₹434274 Cr	₹10003 Cr
Fund Manage	43	9
	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	26.22	-20.86
Large Cap	35.85	48.12
Mid Cap	8.09	15.43
Small Cap	9.59	4.73

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Others	40.65	-21.6
Services	1.62	-
Healthcare	3.2959746043559E-17	-
Financial	14.68	-
Consumer Staples	-6.9388939039072E-17	-
Materials	2.35	-
Automobile	0.74	-
Energy	2.74	-
Technology	-9.7144514654701E-17	-
Consumer Discretionary	2	-
Metals & Mining	1.08	-
Construction	2.55	1.22
Communication	2.95	-
Capital Goods	0.71	-
Sovereign	6.11	-
Textiles	1.57	-
Petroleum Products	-	4.84
Electrical Equipment	-	0.54
IT - Software	-	2.86
Pharmaceuticals & Biotechnology	-	1.91
Cement & Cement Products	-	2.84
Personal Products	-	0.17
Finance	-	7.61
Ferrous Metals	-	0.27
Consumer Durables	-	2.79
Capital Markets	-	0.45
Banks	-	15.23
Diversified FMCG	-	2.08
Non - Ferrous Metals	-	0.2
Agricultural Commercial & Construction Vehicles	-	0.63
Automobiles	-	1.74
Aerospace & Defense	-	1.16
Insurance	-	0.82
Chemicals & Petrochemicals	-	0.53
Agricultural Food & other Products	-	0.37
Gas	-	3.21
Retailing	-	0.87
Beverages	-	0.12
Diversified Metals	-	0.06
Oil	-	0.14
Food Products	-	0.16
Power	-	1.7
Realty	-	3.15
Auto Components	-	0.08
Leisure Services	-	0.03
Telecom - Services	-	0.89
Healthcare Services	-	0.07
Consumable Fuels	-	0.13
Fertilizers & Agrochemicals	-	0.07
Transport Services	-	0.57
Transport Infrastructure	-	9.51