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Axis Equity Saver Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹5705 Cr | ₹968 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 May 2015 | 14 Aug 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 34.8% |
| Expense Ratio | 1.42 | 2.26 |
| Manager | Pradeep Kesavan | Hardik Shah |
| ISIN Code | INF200KA1DA4 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.42% | 2.84% |
| 6 Month | -2.12% | -2.51% |
| 1 Year | 6.56% | 6.43% |
| 3 Year | 9.22% | 8.41% |
| 5 Year | 14.27% | 12.6% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.21% | -0.44% |
| 1 Year | 0.67% | 1.66% |
| 3 Year | 9.93% | 9.77% |
| 5 Year | 10.25% | 9.5% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.28% | 8.85% |
| 3 Year | 9.03% | 8.69% |
| 5 Year | 8.69% | 8.9% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.73% | 5.953% |
| Sharp | 0.39% | 0.249% |
| Beta | 0.89% | - |
| Alpha | 0.52% | - |
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Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Hardik Shah |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 12 |
| SBI Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.63 | 31.59 |
| Large Cap | 39.99 | 54.98 |
| Small Cap | 19.15 | 6.67 |
| Mid Cap | 7.23 | 6.77 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.78 | 30.3 |
| Communication Services | 1.86 | 2.59 |
| Energy | 4.51 | 9.33 |
| Industrials | 8.21 | 6.57 |
| Technology | 0.85 | 6.7 |
| Basic Materials | 6.84 | 6.07 |
| Consumer Cyclical | 14.43 | 5.6 |
| Healthcare | 3.71 | 5.21 |
| Consumer Defensive | 0.26 | 3.73 |
| Financial Services | 23.99 | 21.62 |
| Utilities | 1.65 | 1.53 |
| Real Estate | 0.91 | 0.76 |
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