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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
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 | Moderate |
| Asset Size (Cr) | ₹5705 Cr | ₹650 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 | 1.42 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.11% | 1.95% |
| 6 Month | -0.63% | 2.68% |
| 1 Year | 8.2% | 8.22% |
| 3 Year | 9.68% | 7.63% |
| 5 Year | 13.37% | 11.11% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 2.22% |
| 1 Year | 4.01% | 6.53% |
| 3 Year | 10.8% | 9.01% |
| 5 Year | 10.64% | 8.34% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.28% | 8.3% |
| 3 Year | 9.03% | 7.54% |
| 5 Year | 8.69% | 7.67% |
Risk Management
| 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 | 0.33% | -0.05% |
| Beta | 0.91% | 0.81% |
| Alpha | 0.71% | -1.31% |
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Fund Managers
| 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 |
| Funds Managed | 43 | 9 |
| SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.27 | -18.45 |
| Large Cap | 42.02 | 51.68 |
| Small Cap | 16.55 | 2.2 |
| Mid Cap | 7.16 | 13.58 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.39 | -22.77 |
| Communication Services | 1.48 | - |
| Energy | 4.29 | - |
| Industrials | 6.66 | - |
| Technology | 1.6 | - |
| Consumer Cyclical | 12.41 | - |
| Healthcare | 3.39 | - |
| Basic Materials | 7.46 | - |
| Consumer Defensive | 0.13 | - |
| Financial Services | 27.03 | - |
| Utilities | 1.36 | - |
| Real Estate | 0.8 | - |
| Petroleum Products | - | 6.09 |
| Electrical Equipment | - | 0.22 |
| IT - Software | - | 3.52 |
| Pharmaceuticals & Biotechnology | - | 2.13 |
| Cement & Cement Products | - | 1.73 |
| Personal Products | - | 0.11 |
| Construction | - | 1.37 |
| Finance | - | 2.64 |
| Ferrous Metals | - | 1.83 |
| Consumer Durables | - | 0.25 |
| Banks | - | 20.22 |
| Diversified FMCG | - | 2.73 |
| Non - Ferrous Metals | - | 0.09 |
| Automobiles | - | 4.52 |
| Aerospace & Defense | - | 0.72 |
| Insurance | - | 0.6 |
| Realty | - | 4.92 |
| Capital Markets | - | 0.35 |
| Gas | - | 1.94 |
| Agricultural Food & other Products | - | 0.09 |
| Retailing | - | 0.61 |
| Beverages | - | 0.08 |
| Diversified Metals | - | 0.05 |
| Agricultural, Commercial & Construction Vehicles | - | 0.05 |
| Oil | - | 1.17 |
| Food Products | - | 0.12 |
| Power | - | 2.07 |
| Chemicals & Petrochemicals | - | 0.08 |
| Auto Components | - | 0.05 |
| Leisure Services | - | 0.11 |
| Telecom - Services | - | 4.55 |
| Healthcare Services | - | 0.06 |
| Consumable Fuels | - | 0.08 |
| Minerals & Mining | - | 0.21 |
| Fertilizers & Agrochemicals | - | 0.05 |
| Transport Services | - | 0.51 |
| Transport Infrastructure | - | 5.86 |
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