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
Chart Comparison
| 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 | Moderate |
| Asset Size (Cr) | ₹5616 Cr | ₹647 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 May 2015 | 28 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 | 1.12 |
| Manager | Pradeep Kesavan | Pranav Gupta |
| ISIN Code | INF200KA1DA4 | INF209KA1TS3 |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.83% | -0.05% |
| 6 Month | 1.58% | 1.85% |
| 1 Year | 8.78% | 7.5% |
| 3 Year | 9.3% | 5.92% |
| 5 Year | 10.6% | 8.15% |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.02% | 6.11% |
| 3 Year | 11.49% | 8.49% |
| 5 Year | 11.44% | 8.43% |
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.19% | 8.27% |
| 3 Year | 8.81% | 7.62% |
| 5 Year | 8.62% | 7.18% |
| 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 | 0.59% | -0.21% |
| Beta | 0.81% | 0.86% |
| Alpha | 1.92% | -2.01% |
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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 | -7.3 | -22.46 |
| Large Cap | 37.02 | 52.8 |
| Small Cap | 20.78 | 7.36 |
| Mid Cap | 13.35 | 11.54 |
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | -7.3 | -22.46 |
| Telecom - Services | 1.69 | 2.65 |
| Petroleum Products | 2.35 | 5.47 |
| Electrical Equipment | 0.45 | 0.42 |
| IT - Software | 1.83 | 2.3 |
| Pharmaceuticals & Biotechnology | 1.38 | 1.75 |
| Industrial Manufacturing | 0.6 | - |
| Cement & Cement Products | 0.91 | 2.31 |
| Personal Products | 0.09 | 0.13 |
| Construction | 1.81 | 1.47 |
| Ferrous Metals | 0.64 | 0.24 |
| Finance | 5.11 | 5.39 |
| Capital Markets | 0.98 | 0.43 |
| Banks | 19.06 | 16.31 |
| Retailing | 0.99 | 0.89 |
| Non - Ferrous Metals | 2.78 | 0.19 |
| Realty | 1.94 | 6.08 |
| Leisure Services | 1.81 | 0.02 |
| Consumer Durables | 2.76 | 1.61 |
| Aerospace & Defense | 0.65 | 0.93 |
| Fertilizers & Agrochemicals | 0.86 | 0.06 |
| Chemicals & Petrochemicals | 1.48 | 0.08 |
| Transport Infrastructure | 4.99 | 7.14 |
| Automobiles | 3.02 | 4.58 |
| Transport Services | 1.24 | 0.47 |
| Insurance | 0.1 | 0.75 |
| Gas | 1 | 2.46 |
| Diversified FMCG | 0.04 | 4.43 |
| Industrial Products | 1.72 | - |
| Diversified Metals | 0.05 | 0.06 |
| Oil | 0.11 | 0.1 |
| Food Products | 0.09 | 0.15 |
| Power | 0.91 | 2.33 |
| Household Products | 0.91 | - |
| Auto Components | 2.79 | 0.07 |
| Financial Technology (Fintech) | 0.61 | - |
| Metals & Minerals Trading | 0.16 | - |
| Healthcare Services | 0.97 | 0.07 |
| Consumable Fuels | 0.17 | 0.1 |
| Minerals & Mining | 0.13 | - |
| Textiles & Apparels | 1.83 | - |
| Beverages | 0.14 | 0.11 |
| Agricultural Food & other Products | - | 0.09 |
| Agricultural, Commercial & Construction Vehicles | - | 0.06 |
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