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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 | 3.34% | 1.68% |
| 6 Month | -1.97% | 0.62% |
| 1 Year | 7.3% | 7.24% |
| 3 Year | 9.61% | 7.39% |
| 5 Year | 13.86% | 11.13% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.21% | 1.33% |
| 1 Year | 0.67% | 4.93% |
| 3 Year | 9.93% | 8.55% |
| 5 Year | 10.25% | 8.16% |
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 | 0.39% | 0.11% |
| Beta | 0.89% | 0.82% |
| Alpha | 0.52% | -1.04% |
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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 | 33.63 | 32.14 |
| Large Cap | 39.99 | 49.71 |
| Small Cap | 19.15 | 4.78 |
| Mid Cap | 7.23 | 13.37 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.78 | 27.48 |
| Communication Services | 1.86 | 2.74 |
| Energy | 4.51 | 6.6 |
| Industrials | 8.21 | 8.64 |
| Technology | 0.85 | 3.55 |
| Basic Materials | 6.84 | 2.71 |
| Consumer Cyclical | 14.43 | 5.72 |
| Healthcare | 3.71 | 2.58 |
| Consumer Defensive | 0.26 | 3.6 |
| Financial Services | 23.99 | 26.94 |
| Utilities | 1.65 | 3.94 |
| Real Estate | 0.91 | 5.5 |
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