Baroda BNP Paribas Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹5705 Cr | ₹249 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 May 2015 | 29 Jul 2019 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 39% | 486% |
Expense Ratio | 1.42 | 2.48 |
Manager | Pradeep Kesavan | Miten Vora |
ISIN Code | INF200KA1DA4 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.48% | -1.28% |
6 Month | -2.24% | -1.29% |
1 Year | 4.9% | 6.05% |
3 Year | 8.84% | 8.25% |
5 Year | 9.89% | 8.2% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | 4% |
1 Year | -0.56% | 1.1% |
3 Year | 9.12% | 8.69% |
5 Year | 10.05% | 8.27% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.28% | 9.78% |
3 Year | 9.03% | 7.92% |
5 Year | 8.69% | 9.26% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 4.909% |
Sharp | 0.48% | 0.464% |
Beta | 0.83% | - |
Alpha | 0.88% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Miten Vora |
Total AUM | ₹434274 Cr | ₹6478 Cr |
Fund Manage | 43 | 6 |
SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -7.3 | 64.24 |
Large Cap | 37.02 | 50.53 |
Small Cap | 20.78 | 6.86 |
Mid Cap | 13.35 | 9.56 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | -7.3 | 60.13 |
Telecom - Services | 1.69 | 1.31 |
Petroleum Products | 2.35 | 5.76 |
Electrical Equipment | 0.45 | 2.01 |
IT - Software | 1.83 | 5.23 |
Pharmaceuticals & Biotechnology | 1.38 | 3.08 |
Industrial Manufacturing | 0.6 | 1.18 |
Cement & Cement Products | 0.91 | 1.9 |
Personal Products | 0.09 | - |
Construction | 1.81 | 2.17 |
Ferrous Metals | 0.64 | 1.67 |
Finance | 5.11 | 4.22 |
Capital Markets | 0.98 | 0.68 |
Banks | 19.06 | 11.52 |
Retailing | 0.99 | 2.08 |
Non - Ferrous Metals | 2.78 | 0.47 |
Realty | 1.94 | 3.05 |
Leisure Services | 1.81 | 0.49 |
Consumer Durables | 2.76 | 1.46 |
Aerospace & Defense | 0.65 | 0.46 |
Fertilizers & Agrochemicals | 0.86 | - |
Chemicals & Petrochemicals | 1.48 | 1.38 |
Transport Infrastructure | 4.99 | 1.47 |
Automobiles | 3.02 | 6.34 |
Transport Services | 1.24 | - |
Insurance | 0.1 | 0.88 |
Gas | 1 | - |
Diversified FMCG | 0.04 | 2.13 |
Industrial Products | 1.72 | - |
Diversified Metals | 0.05 | - |
Oil | 0.11 | - |
Food Products | 0.09 | 1.23 |
Power | 0.91 | 5.06 |
Household Products | 0.91 | - |
Auto Components | 2.79 | - |
Financial Technology (Fintech) | 0.61 | 1.12 |
Metals & Minerals Trading | 0.16 | - |
Healthcare Services | 0.97 | - |
Consumable Fuels | 0.17 | - |
Minerals & Mining | 0.13 | - |
Textiles & Apparels | 1.83 | - |
Beverages | 0.14 | 1.26 |
IT - Services | - | 1.45 |
Top Comparisons
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.3%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.02%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns6.78%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns5.79%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.22%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.3%
Franklin India Pension Plan-Growth
3Y Returns9.14%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns18.04%