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

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SBI Equity Savings Fund - Regular Plan - Growth

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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 Risk	Moderate Risk
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

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month	-2.48%	0.1%
6 Month	-2.24%	1.16%
1 Year	4.9%	7.22%
3 Year	8.84%	6.77%
5 Year	9.89%	7.69%

Scheme Name	SBI Equity Savings Fund - Regular Plan - Growth	Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-0.56%	4.62%
3 Year	9.12%	8.18%
5 Year	10.05%	8.2%

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%

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	0.48%	-0.08%
Beta	0.83%	0.87%
Alpha	0.88%	-2.08%

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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