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 | Moderately High |
Asset Size (Cr) | ₹6169 Cr | ₹265 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 | 1.43 | 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 | 0.46% | 1.35% |
6 Month | 5.11% | 5.83% |
1 Year | 4.41% | 5.62% |
3 Year | 11.13% | 10.39% |
5 Year | 11.67% | 8.56% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.1% | 1.91% |
1 Year | 7.73% | 9.09% |
3 Year | 10.1% | 9.9% |
5 Year | 9.98% | 9.21% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.83% | 9.07% |
3 Year | 9.34% | 8.23% |
5 Year | 8.82% | 9.19% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.73% | 4.92% |
Sharp | 0.89% | 0.59% |
Beta | 0.2% | - |
Alpha | 3.92% | - |
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 |
Funds Managed | 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 | 35.66 | 35.82 |
Large Cap | 38.21 | 48.21 |
Mid Cap | 11.35 | 10.7 |
Small Cap | 14.78 | 5.28 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 27.28 | 28.2 |
Energy | 5.3 | 3.93 |
Technology | 1.67 | 3.89 |
Basic Materials | 10.71 | 7.62 |
Healthcare | 2.26 | 3.44 |
Industrials | 8.99 | 8.55 |
Consumer Cyclical | 11.53 | 7.39 |
Financial Services | 23.49 | 18.8 |
Real Estate | 5.58 | 6.02 |
Communication Services | 0.4 | 3.77 |
Utilities | 1.47 | 5.78 |
Consumer Defensive | 1.33 | 2.6 |
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