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

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹100
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

Trailing Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month -0.34% -1%
6 Month 6.74% 4.36%
1 Year 16.28% 10.75%
3 Year 10.27% 5.76%
5 Year 11.33% 8.33%

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 Year 7.52% 5.13%
3 Year 20.51% 13.09%
5 Year 35.97% 24.63%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 9.1% 8.24%
3 Year 8.78% 7.62%
5 Year 8.61% 7.21%

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 0.72% -0.12%
Beta 0.34% 0.29%
Alpha 1.58% -2.17%

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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
Fund Manage 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 26.22 -20.86
Large Cap 35.85 48.12
Mid Cap 8.09 15.43
Small Cap 9.59 4.73

Sector Allocation

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

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